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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 | $111,878+44.8% | $93,727+72.9% | $145,897+11.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 12.15% | 204.28%-192.1pp | 133.83%-121.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,025 | $3,092-66.9% | $2,421-57.7% | $4,663-78.0% |
| Participant deferral / active EE | $2,798 | $4,920-43.1% | $4,417-36.6% | $6,689-58.2% |
| Admin fee / account holder | $6,431 | $10,256-37.3% | $8,292-22.4% | $13,390-52.0% |