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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 | $119,584 | $102,429+16.7% | $147,096-18.7% | $80,925+47.8% |
| Participation rate | 83.1% | 75.9%+7.2pp | 82.2%+0.9pp | 67.7%+15.4pp |
| Annual return | 13.67% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $2,519 | $3,716-32.2% | $4,936-49.0% | $2,756-8.6% |
| Participant deferral / active EE | $5,532 | $6,649-16.8% | $8,071-31.5% | $4,299+28.7% |
| Admin fee / account holder | $11,360 | $7,957+42.8% | $13,005-12.6% | $6,940+63.7% |