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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 | $81,614 | $119,143-31.5% | $88,632-7.9% | $152,909-46.6% |
| Participation rate | 85.7% | 73.4%+12.3pp | 68.8%+16.9pp | 82.5%+3.3pp |
| Annual return | 18.56% | 48.12%-29.6pp | 43.75%-25.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $11,830 | $2,675+342.3% | $2,101+463.1% | $4,764+148.3% |
| Participant deferral / active EE | $10,458 | $3,555+194.2% | $2,917+258.6% | $5,851+78.7% |
| Admin fee / account holder | $4,661 | $5,875-20.7% | $4,308+8.2% | $11,601-59.8% |