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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 | $121,994 | $102,429+19.1% | $147,096-17.1% | $80,925+50.8% |
| Participation rate | 78.1% | 75.9%+2.3pp | 82.2%-4.1pp | 67.7%+10.5pp |
| Annual return | 18.06% | 135.02%-117.0pp | 419.75%-401.7pp | 35.65%-17.6pp |
| Employer contribution / active EE | $3,214 | $3,716-13.5% | $4,936-34.9% | $2,756+16.6% |
| Participant deferral / active EE | $9,144 | $6,649+37.5% | $8,071+13.3% | $4,299+112.7% |
| Admin fee / account holder | $2,316 | $7,957-70.9% | $13,005-82.2% | $6,940-66.6% |