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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 | $133,940 | $102,393+30.8% | $147,041-8.9% | $80,911+65.5% |
| Participation rate | 89.7% | 75.9%+13.9pp | 82.2%+7.6pp | 67.6%+22.1pp |
| Annual return | 15.89% | 134.95%-119.1pp | 419.21%-403.3pp | 35.63%-19.7pp |
| Employer contribution / active EE | $2,983 | $3,715-19.7% | $4,935-39.5% | $2,756+8.3% |
| Participant deferral / active EE | $6,305 | $6,647-5.1% | $8,071-21.9% | $4,297+46.7% |
| Admin fee / account holder | $3,132 | $7,943-60.6% | $13,006-75.9% | $6,935-54.8% |