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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 | $195,646 | $152,612+28.2% | $125,192+56.3% | $152,897+28.0% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 24.86% | 54.85%-30.0pp | 43.79%-18.9pp | 345.43%-320.6pp |
| Employer contribution / active EE | $3,048 | $4,947-38.4% | $3,866-21.2% | $4,764-36.0% |
| Participant deferral / active EE | $5,934 | $5,868+1.1% | $4,937+20.2% | $5,851+1.4% |
| Admin fee / account holder | $2,499 | $13,437-81.4% | $9,704-74.2% | $11,599-78.5% |