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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 | $216,469 | $111,878+93.5% | $93,727+131.0% | $145,897+48.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 12.32% | 204.28%-192.0pp | 133.83%-121.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,526 | $3,092-50.6% | $2,421-37.0% | $4,663-67.3% |
| Participant deferral / active EE | $5,390 | $4,920+9.5% | $4,417+22.0% | $6,689-19.4% |
| Admin fee / account holder | $4,407 | $10,256-57.0% | $8,292-46.8% | $13,390-67.1% |