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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 | $102,385+17.8% | $147,080-18.0% | $80,935+49.0% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 18.31% | 135.09%-116.8pp | 420.17%-401.9pp | 35.66%-17.4pp |
| Employer contribution / active EE | $2,107 | $3,717-43.3% | $4,933-57.3% | $2,757-23.6% |
| Participant deferral / active EE | $8,700 | $6,651+30.8% | $8,066+7.9% | $4,299+102.4% |
| Admin fee / account holder | $3,523 | $7,951-55.7% | $12,989-72.9% | $6,924-49.1% |