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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 | $122,821 | $105,200+16.8% | $159,474-23.0% | $85,847+43.1% |
| Participation rate | 74.4% | 75.8%-1.4pp | 82.8%-8.5pp | 69.3%+5.0pp |
| Annual return | 14.12% | 45.08%-31.0pp | 263.68%-249.6pp | 318.61%-304.5pp |
| Employer contribution / active EE | $1,807 | $3,319-45.5% | $4,831-62.6% | $2,565-29.5% |
| Participant deferral / active EE | $6,528 | $5,946+9.8% | $7,353-11.2% | $3,952+65.2% |
| Admin fee / account holder | $5,518 | $6,934-20.4% | $10,802-48.9% | $6,261-11.9% |