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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 | $155,170 | $90,614+71.2% | $76,089+103.9% | $145,877+6.4% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.1%+14.2pp | 80.3%+3.0pp |
| Annual return | 15.10% | 623.80%-608.7pp | 360.94%-345.8pp | 551.28%-536.2pp |
| Employer contribution / active EE | $2,053 | $3,324-38.3% | $2,690-23.7% | $4,663-56.0% |
| Participant deferral / active EE | $5,717 | $5,168+10.6% | $4,259+34.2% | $6,691-14.5% |
| Admin fee / account holder | $4,052 | $8,376-51.6% | $6,418-36.9% | $13,402-69.8% |