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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 | $166,720 | $100,203+66.4% | $85,240+95.6% | $145,897+14.3% |
| Participation rate | 78.6% | 74.1%+4.5pp | 67.5%+11.0pp | 80.3%-1.7pp |
| Annual return | 15.27% | 84.28%-69.0pp | 66.75%-51.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,270 | $3,242-60.8% | $2,735-53.6% | $4,663-72.8% |
| Participant deferral / active EE | $7,489 | $5,299+41.3% | $4,527+65.4% | $6,689+11.9% |
| Admin fee / account holder | $9,897 | $7,265+36.2% | $6,165+60.5% | $13,390-26.1% |