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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 | $111,830+110.2% | $93,696+150.9% | $145,884+61.2% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 14.53% | 204.08%-189.5pp | 133.74%-119.2pp | 551.85%-537.3pp |
| Employer contribution / active EE | $2,297 | $3,093-25.7% | $2,422-5.2% | $4,662-50.7% |
| Participant deferral / active EE | $9,187 | $4,920+86.7% | $4,417+108.0% | $6,690+37.3% |
| Admin fee / account holder | $1,177 | $10,249-88.5% | $8,287-85.8% | $13,392-91.2% |