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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 | $118,656 | $102,422+15.8% | $147,117-19.3% | $80,959+46.6% |
| Participation rate | 74.5% | 75.9%-1.4pp | 82.2%-7.7pp | 67.7%+6.8pp |
| Annual return | 12.17% | 135.16%-123.0pp | 420.54%-408.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,101 | $3,717-70.4% | $4,932-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $5,118 | $6,652-23.1% | $8,065-36.5% | $4,300+19.0% |
| Admin fee / account holder | $843 | $7,953-89.4% | $12,993-93.5% | $6,925-87.8% |