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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 | $137,966 | $91,167+51.3% | $178,498-22.7% | $79,858+72.8% |
| Participation rate | 71.4% | 69.2%+2.2pp | 81.9%-10.5pp | 69.6%+1.8pp |
| Annual return | 17.29% | 24.19%-6.9pp | 151.09%-133.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $2,400 | $3,255-26.3% | $5,011-52.1% | $2,471-2.9% |
| Participant deferral / active EE | $6,157 | $3,236+90.3% | $5,202+18.4% | $3,740+64.6% |
| Admin fee / account holder | $1,017 | $6,747-84.9% | $13,985-92.7% | $5,306-80.8% |