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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 | $213,202 | $152,612+39.7% | $125,192+70.3% | $152,897+39.4% |
| Participation rate | 87.5% | 83.3%+4.2pp | 79.8%+7.7pp | 82.5%+5.0pp |
| Annual return | 23.03% | 54.85%-31.8pp | 43.79%-20.8pp | 345.43%-322.4pp |
| Employer contribution / active EE | $4,117 | $4,947-16.8% | $3,866+6.5% | $4,764-13.6% |
| Participant deferral / active EE | $9,371 | $5,868+59.7% | $4,937+89.8% | $5,851+60.2% |
| Admin fee / account holder | $7,574 | $13,437-43.6% | $9,704-21.9% | $11,599-34.7% |