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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 | $100,073+88.4% | $85,126+121.4% | $145,877+29.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 16.48% | 84.11%-67.6pp | 66.63%-50.2pp | 551.28%-534.8pp |
| Employer contribution / active EE | $2,442 | $3,236-24.5% | $2,731-10.6% | $4,663-47.6% |
| Participant deferral / active EE | $7,730 | $5,294+46.0% | $4,523+70.9% | $6,691+15.5% |
| Admin fee / account holder | $921 | $7,261-87.3% | $6,160-85.0% | $13,402-93.1% |