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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,116 | $102,422+34.8% | $147,117-6.1% | $80,959+70.6% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 13.58% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $3,508 | $3,717-5.6% | $4,932-28.9% | $2,757+27.2% |
| Participant deferral / active EE | $8,509 | $6,652+27.9% | $8,065+5.5% | $4,300+97.9% |
| Admin fee / account holder | $14,353 | $7,953+80.5% | $12,993+10.5% | $6,925+107.3% |