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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 | $102,422+17.8% | $147,117-18.0% | $80,959+49.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 18.31% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.4pp |
| Employer contribution / active EE | $2,107 | $3,717-43.3% | $4,932-57.3% | $2,757-23.6% |
| Participant deferral / active EE | $8,700 | $6,652+30.8% | $8,065+7.9% | $4,300+102.3% |
| Admin fee / account holder | $3,523 | $7,953-55.7% | $12,993-72.9% | $6,925-49.1% |