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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 | $122,381 | $99,921+22.5% | $85,009+44.0% | $145,959-16.2% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 10.36% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,504 | $3,233-53.5% | $2,728-44.9% | $4,661-67.7% |
| Participant deferral / active EE | $9,519 | $5,293+79.9% | $4,522+110.5% | $6,689+42.3% |
| Admin fee / account holder | $5,126 | $7,252-29.3% | $6,153-16.7% | $13,398-61.7% |