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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 | $184,025 | $111,830+64.6% | $93,696+96.4% | $145,884+26.1% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 9.01% | 204.08%-195.1pp | 133.74%-124.7pp | 551.85%-542.8pp |
| Employer contribution / active EE | $2,060 | $3,093-33.4% | $2,422-14.9% | $4,662-55.8% |
| Participant deferral / active EE | $6,288 | $4,920+27.8% | $4,417+42.4% | $6,690-6.0% |
| Admin fee / account holder | $1,160 | $10,249-88.7% | $8,287-86.0% | $13,392-91.3% |