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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 | $139,401 | $102,429+36.1% | $147,096-5.2% | $80,925+72.3% |
| Participation rate | 76.0% | 75.9%+0.1pp | 82.2%-6.2pp | 67.7%+8.3pp |
| Annual return | 18.10% | 135.02%-116.9pp | 419.75%-401.7pp | 35.65%-17.6pp |
| Employer contribution / active EE | $2,069 | $3,716-44.3% | $4,936-58.1% | $2,756-24.9% |
| Participant deferral / active EE | $4,671 | $6,649-29.7% | $8,071-42.1% | $4,299+8.7% |
| Admin fee / account holder | $10,159 | $7,957+27.7% | $13,005-21.9% | $6,940+46.4% |