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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 | $139,886 | $102,429+36.6% | $147,096-4.9% | $80,925+72.9% |
| Participation rate | 93.6% | 75.9%+17.8pp | 82.2%+11.4pp | 67.7%+26.0pp |
| Annual return | 13.36% | 135.02%-121.7pp | 419.75%-406.4pp | 35.65%-22.3pp |
| Employer contribution / active EE | $2,772 | $3,716-25.4% | $4,936-43.8% | $2,756+0.6% |
| Participant deferral / active EE | $5,677 | $6,649-14.6% | $8,071-29.7% | $4,299+32.1% |
| Admin fee / account holder | $3,346 | $7,957-57.9% | $13,005-74.3% | $6,940-51.8% |