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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 | $100,203+66.2% | $85,240+95.4% | $145,897+14.2% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 12.04% | 84.28%-72.2pp | 66.75%-54.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,649 | $3,242-18.3% | $2,735-3.2% | $4,663-43.2% |
| Participant deferral / active EE | $9,396 | $5,299+77.3% | $4,527+107.5% | $6,689+40.5% |
| Admin fee / account holder | $2,548 | $7,265-64.9% | $6,165-58.7% | $13,390-81.0% |