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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 | $189,960 | $110,093+72.5% | $97,295+95.2% | $145,897+30.2% |
| Participation rate | 78.3% | 75.9%+2.3pp | 72.7%+5.6pp | 80.3%-2.0pp |
| Annual return | 7.77% | 244.76%-237.0pp | 75.62%-67.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $3,815 | $3,077+24.0% | $2,723+40.1% | $4,663-18.2% |
| Participant deferral / active EE | $3,345 | $4,678-28.5% | $4,264-21.6% | $6,689-50.0% |
| Admin fee / account holder | $4,245 | $6,212-31.7% | $5,646-24.8% | $13,390-68.3% |