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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 | $165,623 | $100,139+65.4% | $85,187+94.4% | $145,884+13.5% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 9.44% | 84.15%-74.7pp | 66.67%-57.2pp | 551.85%-542.4pp |
| Employer contribution / active EE | $3,852 | $3,238+19.0% | $2,732+41.0% | $4,662-17.4% |
| Participant deferral / active EE | $7,258 | $5,296+37.1% | $4,525+60.4% | $6,690+8.5% |
| Admin fee / account holder | $3,459 | $7,262-52.4% | $6,162-43.9% | $13,392-74.2% |