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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 | $115,632 | $99,957+15.7% | $149,715-22.8% | $73,493+57.3% |
| Participation rate | 74.5% | 75.7%-1.2pp | 82.5%-7.9pp | 70.7%+3.8pp |
| Annual return | 16.82% | 53.87%-37.1pp | 276.66%-259.8pp | 28.51%-11.7pp |
| Employer contribution / active EE | $2,461 | $3,191-22.9% | $4,645-47.0% | $2,270+8.4% |
| Participant deferral / active EE | $5,709 | $6,073-6.0% | $6,842-16.6% | $3,740+52.7% |
| Admin fee / account holder | $14,030 | $551+2447.6% | $9,310+50.7% | $513+2634.4% |