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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 | $124,128 | $102,422+21.2% | $147,117-15.6% | $80,959+53.3% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.7%+4.2pp |
| Annual return | 15.46% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,054 | $3,717-44.7% | $4,932-58.3% | $2,757-25.5% |
| Participant deferral / active EE | $6,204 | $6,652-6.7% | $8,065-23.1% | $4,300+44.3% |
| Admin fee / account holder | $12,820 | $7,953+61.2% | $12,993-1.3% | $6,925+85.1% |