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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 | $116,256 | $102,385+13.5% | $147,080-21.0% | $80,935+43.6% |
| Participation rate | 70.7% | 75.9%-5.2pp | 82.2%-11.5pp | 67.7%+3.0pp |
| Annual return | 15.69% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $3,316 | $3,717-10.8% | $4,933-32.8% | $2,757+20.3% |
| Participant deferral / active EE | $7,640 | $6,651+14.9% | $8,066-5.3% | $4,299+77.7% |
| Admin fee / account holder | $3,565 | $7,951-55.2% | $12,989-72.6% | $6,924-48.5% |