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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 | $100,139+88.2% | $85,187+121.3% | $145,884+29.2% |
| Participation rate | 92.9% | 74.1%+18.8pp | 67.5%+25.3pp | 80.3%+12.6pp |
| Annual return | 16.48% | 84.15%-67.7pp | 66.67%-50.2pp | 551.85%-535.4pp |
| Employer contribution / active EE | $2,442 | $3,238-24.6% | $2,732-10.6% | $4,662-47.6% |
| Participant deferral / active EE | $7,730 | $5,296+46.0% | $4,525+70.8% | $6,690+15.6% |
| Admin fee / account holder | $921 | $7,262-87.3% | $6,162-85.0% | $13,392-93.1% |