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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 | $120,483 | $102,422+17.6% | $147,117-18.1% | $80,959+48.8% |
| Participation rate | 84.6% | 75.9%+8.7pp | 82.2%+2.4pp | 67.7%+16.9pp |
| Annual return | 15.72% | 135.16%-119.4pp | 420.54%-404.8pp | 35.67%-19.9pp |
| Employer contribution / active EE | $3,680 | $3,717-1.0% | $4,932-25.4% | $2,757+33.5% |
| Participant deferral / active EE | $7,442 | $6,652+11.9% | $8,065-7.7% | $4,300+73.0% |
| Admin fee / account holder | $2,124 | $7,953-73.3% | $12,993-83.7% | $6,925-69.3% |