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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 | $102,393+21.2% | $147,041-15.6% | $80,911+53.4% |
| Participation rate | 71.9% | 75.9%-4.0pp | 82.2%-10.3pp | 67.6%+4.2pp |
| Annual return | 15.46% | 134.95%-119.5pp | 419.21%-403.7pp | 35.63%-20.2pp |
| Employer contribution / active EE | $2,054 | $3,715-44.7% | $4,935-58.4% | $2,756-25.5% |
| Participant deferral / active EE | $6,204 | $6,647-6.7% | $8,071-23.1% | $4,297+44.4% |
| Admin fee / account holder | $12,820 | $7,943+61.4% | $13,006-1.4% | $6,935+84.9% |