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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 | $165,101 | $99,652+65.7% | $78,778+109.6% | $147,586+11.9% |
| Participation rate | 95.7% | 76.2%+19.4pp | 69.2%+26.5pp | 82.8%+12.8pp |
| Annual return | 20.39% | 47.28%-26.9pp | 35.62%-15.2pp | 578.59%-558.2pp |
| Employer contribution / active EE | $1,888 | $2,796-32.4% | $1,986-4.9% | $4,876-61.3% |
| Participant deferral / active EE | $3,735 | $3,664+2.0% | $2,958+26.3% | $5,439-31.3% |
| Admin fee / account holder | $1,831 | $7,155-74.4% | $5,134-64.3% | $10,886-83.2% |