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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 | $122,968 | $110,551+11.2% | $80,741+52.3% | $167,536-26.6% |
| Participation rate | 77.8% | 64.0%+13.8pp | 54.2%+23.6pp | 82.1%-4.3pp |
| Annual return | 17.15% | 120.57%-103.4pp | 87.30%-70.2pp | 478.82%-461.7pp |
| Employer contribution / active EE | $2,031 | $1,543+31.7% | $1,160+75.1% | $4,839-58.0% |
| Participant deferral / active EE | $4,702 | $2,870+63.8% | $2,145+119.1% | $6,342-25.9% |
| Admin fee / account holder | $374 | $4,547-91.8% | $3,380-88.9% | $12,315-97.0% |