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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 | $166,586 | $99,921+66.7% | $85,009+96.0% | $145,959+14.1% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.04% | 83.89%-71.8pp | 66.47%-54.4pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,649 | $3,233-18.1% | $2,728-2.9% | $4,661-43.2% |
| Participant deferral / active EE | $9,396 | $5,293+77.5% | $4,522+107.8% | $6,689+40.5% |
| Admin fee / account holder | $2,548 | $7,252-64.9% | $6,153-58.6% | $13,398-81.0% |