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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 | $120,011 | $99,079+21.1% | $78,002+53.9% | $273,972-56.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 7.50% | 217.93%-210.4pp | 425.99%-418.5pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,023 | $3,308+21.6% | $2,470+62.9% | $4,869-17.4% |
| Participant deferral / active EE | $6,650 | $4,306+54.4% | $3,497+90.2% | $5,287+25.8% |
| Admin fee / account holder | $37,342 | $8,954+317.0% | $5,481+581.3% | $10,133+268.5% |