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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 | $102,393+15.9% | $147,041-19.3% | $80,911+46.7% |
| Participation rate | 74.5% | 75.9%-1.3pp | 82.2%-7.7pp | 67.6%+6.9pp |
| Annual return | 12.17% | 134.95%-122.8pp | 419.21%-407.0pp | 35.63%-23.5pp |
| Employer contribution / active EE | $1,101 | $3,715-70.4% | $4,935-77.7% | $2,756-60.0% |
| Participant deferral / active EE | $5,118 | $6,647-23.0% | $8,071-36.6% | $4,297+19.1% |
| Admin fee / account holder | $843 | $7,943-89.4% | $13,006-93.5% | $6,935-87.8% |