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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 | $172,902 | $99,995+72.9% | $85,063+103.3% | $145,978+18.4% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.55% | 83.99%-70.4pp | 66.54%-53.0pp | 550.52%-537.0pp |
| Employer contribution / active EE | $2,400 | $3,231-25.7% | $2,727-12.0% | $4,662-48.5% |
| Participant deferral / active EE | $5,758 | $5,295+8.7% | $4,523+27.3% | $6,690-13.9% |
| Admin fee / account holder | $47,771 | $7,255+558.5% | $6,155+676.1% | $13,400+256.5% |