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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 | $120,622 | $102,382+17.8% | $147,005-17.9% | $80,874+49.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 18.31% | 134.89%-116.6pp | 418.76%-400.5pp | 35.62%-17.3pp |
| Employer contribution / active EE | $2,107 | $3,715-43.3% | $4,934-57.3% | $2,756-23.5% |
| Participant deferral / active EE | $8,700 | $6,646+30.9% | $8,070+7.8% | $4,297+102.5% |
| Admin fee / account holder | $3,523 | $7,942-55.6% | $13,006-72.9% | $6,935-49.2% |