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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 | $175,477 | $115,814+51.5% | $101,275+73.3% | $158,982+10.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 20.64% | 56.16%-35.5pp | 46.48%-25.8pp | 302.99%-282.4pp |
| Employer contribution / active EE | $9,595 | $4,176+129.8% | $3,660+162.2% | $4,763+101.5% |
| Participant deferral / active EE | $7,448 | $4,958+50.2% | $4,371+70.4% | $5,983+24.5% |
| Admin fee / account holder | $888 | $7,249-87.8% | $5,948-85.1% | $11,252-92.1% |