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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 | $121,539 | $105,200+15.5% | $159,474-23.8% | $85,847+41.6% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 13.97% | 45.08%-31.1pp | 263.68%-249.7pp | 318.61%-304.6pp |
| Employer contribution / active EE | $2,883 | $3,319-13.1% | $4,831-40.3% | $2,565+12.4% |
| Participant deferral / active EE | $5,353 | $5,946-10.0% | $7,353-27.2% | $3,952+35.4% |
| Admin fee / account holder | $64,297 | $6,934+827.2% | $10,802+495.2% | $6,261+927.0% |