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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 | $100,073+22.3% | $85,126+43.8% | $145,877-16.1% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 10.36% | 84.11%-73.8pp | 66.63%-56.3pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,504 | $3,236-53.5% | $2,731-44.9% | $4,663-67.7% |
| Participant deferral / active EE | $9,519 | $5,294+79.8% | $4,523+110.4% | $6,691+42.3% |
| Admin fee / account holder | $5,126 | $7,261-29.4% | $6,160-16.8% | $13,402-61.8% |