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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 | $190,518 | $118,708+60.5% | $98,920+92.6% | $158,966+19.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 76.0%+4.0pp | 82.0%-2.0pp |
| Annual return | 12.28% | 372.49%-360.2pp | 196.47%-184.2pp | 302.95%-290.7pp |
| Employer contribution / active EE | $3,604 | $3,334+8.1% | $2,689+34.0% | $4,762-24.3% |
| Participant deferral / active EE | $5,895 | $5,089+15.8% | $4,245+38.9% | $5,983-1.5% |
| Admin fee / account holder | $1,510 | $10,134-85.1% | $6,643-77.3% | $11,250-86.6% |