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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 | $102,382+21.2% | $147,005-15.6% | $80,874+53.5% |
| Participation rate | 71.9% | 75.8%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 15.46% | 134.89%-119.4pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $2,054 | $3,715-44.7% | $4,934-58.4% | $2,756-25.4% |
| Participant deferral / active EE | $6,204 | $6,646-6.7% | $8,070-23.1% | $4,297+44.4% |
| Admin fee / account holder | $12,820 | $7,942+61.4% | $13,006-1.4% | $6,935+84.9% |