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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 | $121,730 | $80,812+50.6% | $160,784-24.3% | $82,448+47.6% |
| Participation rate | 75.0% | 66.2%+8.8pp | 77.0%-2.0pp | 68.1%+6.9pp |
| Annual return | 14.49% | 100.59%-86.1pp | 1803.92%-1789.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $6,833 | $2,174+214.3% | $3,733+83.1% | $2,551+167.9% |
| Participant deferral / active EE | $3,758 | $4,335-13.3% | $6,293-40.3% | $4,139-9.2% |
| Admin fee / account holder | $8,420 | $7,695+9.4% | $9,717-13.4% | $7,234+16.4% |