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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 | $182,665 | $100,004+82.7% | $81,438+124.3% | $145,959+25.1% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.5%+18.7pp | 80.3%+8.0pp |
| Annual return | 11.38% | 34.34%-23.0pp | 24.74%-13.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $9,233 | $2,970+210.9% | $2,460+275.3% | $4,661+98.1% |
| Participant deferral / active EE | $7,999 | $4,603+73.8% | $3,883+106.0% | $6,689+19.6% |
| Admin fee / account holder | $2,415 | $8,202-70.6% | $5,764-58.1% | $13,398-82.0% |