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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 | $188,779 | $106,918+76.6% | $84,021+124.7% | $152,897+23.5% |
| Participation rate | 95.7% | 75.2%+20.4pp | 69.0%+26.6pp | 82.5%+13.2pp |
| Annual return | 26.43% | 105.01%-78.6pp | 71.32%-44.9pp | 345.43%-319.0pp |
| Employer contribution / active EE | $1,900 | $2,735-30.5% | $1,984-4.2% | $4,764-60.1% |
| Participant deferral / active EE | $3,647 | $4,012-9.1% | $3,239+12.6% | $5,851-37.7% |
| Admin fee / account holder | $2,748 | $8,288-66.8% | $6,102-55.0% | $11,599-76.3% |