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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 | $235,110 | $111,785+110.3% | $93,669+151.0% | $145,877+61.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.53% | 203.79%-189.3pp | 133.59%-119.1pp | 551.28%-536.8pp |
| Employer contribution / active EE | $2,297 | $3,096-25.8% | $2,424-5.2% | $4,663-50.7% |
| Participant deferral / active EE | $9,187 | $4,919+86.8% | $4,416+108.1% | $6,691+37.3% |
| Admin fee / account holder | $1,177 | $10,256-88.5% | $8,291-85.8% | $13,402-91.2% |