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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 | $199,906 | $183,592+8.9% | $155,567+28.5% | $145,959+37.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.98% | 61.24%-49.3pp | 64.74%-52.8pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,844 | $5,315-46.5% | $4,674-39.2% | $4,661-39.0% |
| Participant deferral / active EE | $3,869 | $6,464-40.1% | $5,628-31.3% | $6,689-42.2% |
| Admin fee / account holder | $50,000 | $19,318+158.8% | $15,916+214.1% | $13,398+273.2% |