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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 | $115,790 | $100,073+15.7% | $85,126+36.0% | $145,877-20.6% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 12.82% | 84.11%-71.3pp | 66.63%-53.8pp | 551.28%-538.5pp |
| Employer contribution / active EE | $7,286 | $3,236+125.1% | $2,731+166.8% | $4,663+56.3% |
| Participant deferral / active EE | $8,202 | $5,294+54.9% | $4,523+81.3% | $6,691+22.6% |
| Admin fee / account holder | $3,089 | $7,261-57.5% | $6,160-49.9% | $13,402-77.0% |