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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 | $119,995 | $98,776+21.5% | $149,745-19.9% | $79,856+50.3% |
| Participation rate | 76.4% | 75.8%+0.6pp | 82.5%-6.1pp | 69.6%+6.7pp |
| Annual return | 17.29% | 27.38%-10.1pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $6,352 | $3,217+97.4% | $4,646+36.7% | $2,471+157.0% |
| Participant deferral / active EE | $10,449 | $5,681+83.9% | $6,843+52.7% | $3,741+179.3% |
| Admin fee / account holder | $5,130 | $6,053-15.3% | $9,312-44.9% | $5,306-3.3% |