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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 | $203,190 | $144,130+41.0% | $117,861+72.4% | $147,586+37.7% |
| Participation rate | 85.0% | 83.4%+1.6pp | 79.7%+5.3pp | 82.8%+2.2pp |
| Annual return | 14.92% | 531.20%-516.3pp | 335.11%-320.2pp | 578.59%-563.7pp |
| Employer contribution / active EE | $2,436 | $4,897-50.2% | $3,786-35.7% | $4,876-50.0% |
| Participant deferral / active EE | $5,564 | $5,316+4.7% | $4,482+24.1% | $5,439+2.3% |
| Admin fee / account holder | $5,719 | $10,887-47.5% | $8,021-28.7% | $10,886-47.5% |