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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 | $100,203+88.1% | $85,240+121.1% | $145,897+29.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 16.48% | 84.28%-67.8pp | 66.75%-50.3pp | 552.29%-535.8pp |
| Employer contribution / active EE | $2,442 | $3,242-24.7% | $2,735-10.7% | $4,663-47.6% |
| Participant deferral / active EE | $7,730 | $5,299+45.9% | $4,527+70.7% | $6,689+15.6% |
| Admin fee / account holder | $921 | $7,265-87.3% | $6,165-85.1% | $13,390-93.1% |