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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 | $201,318 | $111,785+80.1% | $93,669+114.9% | $145,877+38.0% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 11.56% | 203.79%-192.2pp | 133.59%-122.0pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,004 | $3,096-3.0% | $2,424+24.0% | $4,663-35.6% |
| Participant deferral / active EE | $6,624 | $4,919+34.7% | $4,416+50.0% | $6,691-1.0% |
| Admin fee / account holder | $3,846 | $10,256-62.5% | $8,291-53.6% | $13,402-71.3% |