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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 | $193,165 | $125,237+54.2% | $105,608+82.9% | $145,877+32.4% |
| Participation rate | 90.9% | 77.7%+13.3pp | 75.3%+15.6pp | 80.3%+10.6pp |
| Annual return | 10.37% | 225.76%-215.4pp | 116.50%-106.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,982 | $3,720-19.9% | $3,167-5.8% | $4,663-36.1% |
| Participant deferral / active EE | $9,385 | $5,711+64.3% | $5,010+87.3% | $6,691+40.3% |
| Admin fee / account holder | $371 | $17,287-97.9% | $11,028-96.6% | $13,402-97.2% |