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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 | $228,396 | $152,612+49.7% | $125,192+82.4% | $152,897+49.4% |
| Participation rate | 91.7% | 83.3%+8.3pp | 79.8%+11.9pp | 82.5%+9.2pp |
| Annual return | 21.02% | 54.85%-33.8pp | 43.79%-22.8pp | 345.43%-324.4pp |
| Employer contribution / active EE | $4,376 | $4,947-11.5% | $3,866+13.2% | $4,764-8.1% |
| Participant deferral / active EE | $10,164 | $5,868+73.2% | $4,937+105.9% | $5,851+73.7% |
| Admin fee / account holder | $6,615 | $13,437-50.8% | $9,704-31.8% | $11,599-43.0% |