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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 | $115,240 | $99,652+15.6% | $78,778+46.3% | $147,585-21.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 13.99% | 47.28%-33.3pp | 35.62%-21.6pp | 578.58%-564.6pp |
| Employer contribution / active EE | $5,776 | $2,796+106.6% | $1,986+190.9% | $4,876+18.4% |
| Participant deferral / active EE | $4,744 | $3,664+29.5% | $2,958+60.4% | $5,439-12.8% |
| Admin fee / account holder | $764 | $7,155-89.3% | $5,134-85.1% | $10,886-93.0% |