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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 | $130,900 | $102,385+27.9% | $147,080-11.0% | $80,935+61.7% |
| Participation rate | 92.0% | 75.9%+16.1pp | 82.2%+9.8pp | 67.7%+24.3pp |
| Annual return | 13.00% | 135.09%-122.1pp | 420.17%-407.2pp | 35.66%-22.7pp |
| Employer contribution / active EE | $3,578 | $3,717-3.7% | $4,933-27.5% | $2,757+29.8% |
| Participant deferral / active EE | $6,136 | $6,651-7.7% | $8,066-23.9% | $4,299+42.7% |
| Admin fee / account holder | $14,697 | $7,951+84.8% | $12,989+13.1% | $6,924+112.2% |