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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 | $115,387 | $99,652+15.8% | $78,778+46.5% | $147,586-21.8% |
| Participation rate | 95.5% | 76.2%+19.2pp | 69.2%+26.3pp | 82.8%+12.6pp |
| Annual return | 12.64% | 47.28%-34.6pp | 35.62%-23.0pp | 578.59%-566.0pp |
| Employer contribution / active EE | $2,264 | $2,796-19.0% | $1,986+14.0% | $4,876-53.6% |
| Participant deferral / active EE | $6,612 | $3,664+80.5% | $2,958+123.5% | $5,439+21.6% |
| Admin fee / account holder | $9,372 | $7,155+31.0% | $5,134+82.6% | $10,886-13.9% |