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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 | $102,429+34.4% | $147,096-6.4% | $80,925+70.1% |
| Participation rate | 84.5% | 75.9%+8.6pp | 82.2%+2.3pp | 67.7%+16.8pp |
| Annual return | 14.32% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,123 | $3,716-42.9% | $4,936-57.0% | $2,756-23.0% |
| Participant deferral / active EE | $5,120 | $6,649-23.0% | $8,071-36.6% | $4,299+19.1% |
| Admin fee / account holder | $2,117 | $7,957-73.4% | $13,005-83.7% | $6,940-69.5% |