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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 | $162,011 | $111,814+44.9% | $93,654+73.0% | $145,959+11.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.15% | 203.30%-191.1pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,025 | $3,092-66.9% | $2,421-57.7% | $4,661-78.0% |
| Participant deferral / active EE | $2,798 | $4,914-43.1% | $4,413-36.6% | $6,689-58.2% |
| Admin fee / account holder | $6,431 | $10,246-37.2% | $8,282-22.4% | $13,398-52.0% |