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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 | $194,577 | $105,210+84.9% | $159,487+22.0% | $85,851+126.6% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.8%-4.3pp | 69.3%+9.3pp |
| Annual return | 15.70% | 45.08%-29.4pp | 263.71%-248.0pp | 318.63%-302.9pp |
| Employer contribution / active EE | $3,321 | $3,3190% | $4,831-31.3% | $2,565+29.4% |
| Participant deferral / active EE | $4,433 | $5,946-25.5% | $7,354-39.7% | $3,952+12.2% |
| Admin fee / account holder | $1,604 | $6,934-76.9% | $10,804-85.2% | $6,261-74.4% |