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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 | $102,385+14.3% | $147,080-20.5% | $80,935+44.5% |
| Participation rate | 78.6% | 75.9%+2.7pp | 82.2%-3.6pp | 67.7%+10.9pp |
| Annual return | 20.42% | 135.09%-114.7pp | 420.17%-399.7pp | 35.66%-15.2pp |
| Employer contribution / active EE | $3,520 | $3,717-5.3% | $4,933-28.7% | $2,757+27.7% |
| Participant deferral / active EE | $6,214 | $6,651-6.6% | $8,066-23.0% | $4,299+44.5% |
| Admin fee / account holder | $7,391 | $7,951-7.0% | $12,989-43.1% | $6,924+6.7% |