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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 | $116,988 | $102,382+14.3% | $147,005-20.4% | $80,874+44.7% |
| Participation rate | 78.6% | 75.8%+2.7pp | 82.2%-3.6pp | 67.6%+10.9pp |
| Annual return | 20.42% | 134.89%-114.5pp | 418.76%-398.3pp | 35.62%-15.2pp |
| Employer contribution / active EE | $3,520 | $3,715-5.3% | $4,934-28.7% | $2,756+27.7% |
| Participant deferral / active EE | $6,214 | $6,646-6.5% | $8,070-23.0% | $4,297+44.6% |
| Admin fee / account holder | $7,391 | $7,942-6.9% | $13,006-43.2% | $6,935+6.6% |