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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 | $223,676 | $150,346+48.8% | $120,524+85.6% | $145,877+53.3% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 11.41% | 154.40%-143.0pp | 107.36%-96.0pp | 551.28%-539.9pp |
| Employer contribution / active EE | $3,690 | $4,353-15.2% | $3,469+6.4% | $4,663-20.9% |
| Participant deferral / active EE | $21,464 | $6,172+247.8% | $4,994+329.8% | $6,691+220.8% |
| Admin fee / account holder | $1,041 | $12,215-91.5% | $9,440-89.0% | $13,402-92.2% |