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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 | $116,151 | $77,157+50.5% | $108,405+7.1% | $85,851+35.3% |
| Participation rate | 76.5% | 74.7%+1.8pp | 80.1%-3.7pp | 69.3%+7.1pp |
| Annual return | 13.40% | 44.55%-31.2pp | 905.55%-892.1pp | 318.63%-305.2pp |
| Employer contribution / active EE | $1,843 | $2,379-22.5% | $3,559-48.2% | $2,565-28.2% |
| Participant deferral / active EE | $4,997 | $5,567-10.2% | $6,563-23.9% | $3,952+26.4% |
| Admin fee / account holder | $3,008 | $5,174-41.9% | $7,297-58.8% | $6,261-52.0% |