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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 | $100,073+72.8% | $85,126+103.1% | $145,877+18.5% |
| Participation rate | 80.0% | 74.1%+5.9pp | 67.5%+12.5pp | 80.3%-0.3pp |
| Annual return | 13.55% | 84.11%-70.6pp | 66.63%-53.1pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,400 | $3,236-25.8% | $2,731-12.1% | $4,663-48.5% |
| Participant deferral / active EE | $5,758 | $5,294+8.8% | $4,523+27.3% | $6,691-13.9% |
| Admin fee / account holder | $47,771 | $7,261+557.9% | $6,160+675.5% | $13,402+256.4% |