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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 | $102,393+17.7% | $147,041-18.1% | $80,911+48.9% |
| Participation rate | 84.6% | 75.9%+8.8pp | 82.2%+2.4pp | 67.6%+17.0pp |
| Annual return | 15.72% | 134.95%-119.2pp | 419.21%-403.5pp | 35.63%-19.9pp |
| Employer contribution / active EE | $3,680 | $3,715-1.0% | $4,935-25.4% | $2,756+33.5% |
| Participant deferral / active EE | $7,442 | $6,647+12.0% | $8,071-7.8% | $4,297+73.2% |
| Admin fee / account holder | $2,124 | $7,943-73.3% | $13,006-83.7% | $6,935-69.4% |