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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 | $135,192 | $102,429+32.0% | $147,096-8.1% | $80,925+67.1% |
| Participation rate | 77.8% | 75.9%+1.9pp | 82.2%-4.4pp | 67.7%+10.1pp |
| Annual return | 12.29% | 135.02%-122.7pp | 419.75%-407.5pp | 35.65%-23.4pp |
| Employer contribution / active EE | $4,386 | $3,716+18.0% | $4,936-11.1% | $2,756+59.1% |
| Participant deferral / active EE | $7,496 | $6,649+12.8% | $8,071-7.1% | $4,299+74.4% |
| Admin fee / account holder | $7,724 | $7,957-2.9% | $13,005-40.6% | $6,940+11.3% |