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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 | $115,753 | $105,200+10.0% | $159,474-27.4% | $85,847+34.8% |
| Participation rate | 87.7% | 75.8%+11.9pp | 82.8%+4.8pp | 69.3%+18.4pp |
| Annual return | 14.37% | 45.08%-30.7pp | 263.68%-249.3pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,151 | $3,319-65.3% | $4,831-76.2% | $2,565-55.1% |
| Participant deferral / active EE | $7,004 | $5,946+17.8% | $7,353-4.7% | $3,952+77.2% |
| Admin fee / account holder | $3,413 | $6,934-50.8% | $10,802-68.4% | $6,261-45.5% |