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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 | $181,757 | $150,346+20.9% | $120,524+50.8% | $145,877+24.6% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 16.10% | 154.40%-138.3pp | 107.36%-91.3pp | 551.28%-535.2pp |
| Employer contribution / active EE | $3,233 | $4,353-25.7% | $3,469-6.8% | $4,663-30.7% |
| Participant deferral / active EE | $7,848 | $6,172+27.1% | $4,994+57.2% | $6,691+17.3% |
| Admin fee / account holder | $628 | $12,215-94.9% | $9,440-93.4% | $13,402-95.3% |