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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 | $111,878+79.9% | $93,727+114.8% | $145,897+38.0% |
| Participation rate | 91.7% | 74.2%+17.5pp | 68.7%+23.0pp | 80.3%+11.4pp |
| Annual return | 11.56% | 204.28%-192.7pp | 133.83%-122.3pp | 552.29%-540.7pp |
| Employer contribution / active EE | $3,004 | $3,092-2.8% | $2,421+24.1% | $4,663-35.6% |
| Participant deferral / active EE | $6,624 | $4,920+34.6% | $4,417+50.0% | $6,689-1.0% |
| Admin fee / account holder | $3,846 | $10,256-62.5% | $8,292-53.6% | $13,390-71.3% |