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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 | $195,315 | $111,830+74.7% | $93,696+108.5% | $145,884+33.9% |
| Participation rate | 86.7% | 74.2%+12.4pp | 68.7%+17.9pp | 80.3%+6.4pp |
| Annual return | 19.04% | 204.08%-185.0pp | 133.74%-114.7pp | 551.85%-532.8pp |
| Employer contribution / active EE | $2,131 | $3,093-31.1% | $2,422-12.0% | $4,662-54.3% |
| Participant deferral / active EE | $3,489 | $4,920-29.1% | $4,417-21.0% | $6,690-47.8% |
| Admin fee / account holder | $10,034 | $10,249-2.1% | $8,287+21.1% | $13,392-25.1% |