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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 | $117,049 | $102,385+14.3% | $147,080-20.4% | $80,935+44.6% |
| Participation rate | 87.3% | 75.9%+11.4pp | 82.2%+5.1pp | 67.7%+19.6pp |
| Annual return | 21.48% | 135.09%-113.6pp | 420.17%-398.7pp | 35.66%-14.2pp |
| Employer contribution / active EE | $2,758 | $3,717-25.8% | $4,933-44.1% | $2,757+0.1% |
| Participant deferral / active EE | $3,929 | $6,651-40.9% | $8,066-51.3% | $4,299-8.6% |
| Admin fee / account holder | $7,002 | $7,951-11.9% | $12,989-46.1% | $6,924+1.1% |