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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 | $115,633 | $102,385+12.9% | $147,080-21.4% | $80,935+42.9% |
| Participation rate | 71.1% | 75.9%-4.8pp | 82.2%-11.1pp | 67.7%+3.4pp |
| Annual return | 12.43% | 135.09%-122.7pp | 420.17%-407.7pp | 35.66%-23.2pp |
| Employer contribution / active EE | $3,051 | $3,717-17.9% | $4,933-38.2% | $2,757+10.7% |
| Participant deferral / active EE | $7,331 | $6,651+10.2% | $8,066-9.1% | $4,299+70.5% |
| Admin fee / account holder | $1,483 | $7,951-81.4% | $12,989-88.6% | $6,924-78.6% |