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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 | $191,223 | $111,878+70.9% | $93,727+104.0% | $145,897+31.1% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 15.28% | 204.28%-189.0pp | 133.83%-118.6pp | 552.29%-537.0pp |
| Employer contribution / active EE | $2,855 | $3,092-7.7% | $2,421+17.9% | $4,663-38.8% |
| Participant deferral / active EE | $6,140 | $4,920+24.8% | $4,417+39.0% | $6,689-8.2% |
| Admin fee / account holder | $828 | $10,256-91.9% | $8,292-90.0% | $13,390-93.8% |