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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 | $181,141 | $111,878+61.9% | $93,727+93.3% | $145,897+24.2% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 21.15% | 204.28%-183.1pp | 133.83%-112.7pp | 552.29%-531.1pp |
| Employer contribution / active EE | $1,679 | $3,092-45.7% | $2,421-30.6% | $4,663-64.0% |
| Participant deferral / active EE | $4,827 | $4,920-1.9% | $4,417+9.3% | $6,689-27.8% |
| Admin fee / account holder | $1,117 | $10,256-89.1% | $8,292-86.5% | $13,390-91.7% |