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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 | $142,698 | $115,796+23.2% | $101,264+40.9% | $158,950-10.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 8.35% | 56.15%-47.8pp | 46.48%-38.1pp | 302.91%-294.6pp |
| Employer contribution / active EE | $1,699 | $4,175-59.3% | $3,660-53.6% | $4,762-64.3% |
| Participant deferral / active EE | $5,629 | $4,958+13.5% | $4,370+28.8% | $5,983-5.9% |
| Admin fee / account holder | $863 | $7,247-88.1% | $5,947-85.5% | $11,248-92.3% |