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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 | $102,429+34.8% | $147,096-6.1% | $80,925+70.7% |
| Participation rate | 70.5% | 75.9%-5.4pp | 82.2%-11.7pp | 67.7%+2.8pp |
| Annual return | 13.58% | 135.02%-121.4pp | 419.75%-406.2pp | 35.65%-22.1pp |
| Employer contribution / active EE | $3,508 | $3,716-5.6% | $4,936-28.9% | $2,756+27.3% |
| Participant deferral / active EE | $8,509 | $6,649+28.0% | $8,071+5.4% | $4,299+97.9% |
| Admin fee / account holder | $14,353 | $7,957+80.4% | $13,005+10.4% | $6,940+106.8% |