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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 | $188,490 | $99,995+88.5% | $85,063+121.6% | $145,978+29.1% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.4pp | 80.3%+12.6pp |
| Annual return | 16.48% | 83.99%-67.5pp | 66.54%-50.1pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,442 | $3,231-24.4% | $2,727-10.5% | $4,662-47.6% |
| Participant deferral / active EE | $7,730 | $5,295+46.0% | $4,523+70.9% | $6,690+15.6% |
| Admin fee / account holder | $921 | $7,255-87.3% | $6,155-85.0% | $13,400-93.1% |