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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 | $137,663 | $102,422+34.4% | $147,117-6.4% | $80,959+70.0% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 14.32% | 135.16%-120.8pp | 420.54%-406.2pp | 35.67%-21.3pp |
| Employer contribution / active EE | $2,123 | $3,717-42.9% | $4,932-57.0% | $2,757-23.0% |
| Participant deferral / active EE | $5,120 | $6,652-23.0% | $8,065-36.5% | $4,300+19.1% |
| Admin fee / account holder | $2,117 | $7,953-73.4% | $12,993-83.7% | $6,925-69.4% |