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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 | $111,785+93.6% | $93,669+131.1% | $145,877+48.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 12.32% | 203.79%-191.5pp | 133.59%-121.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,526 | $3,096-50.7% | $2,424-37.0% | $4,663-67.3% |
| Participant deferral / active EE | $5,390 | $4,919+9.6% | $4,416+22.1% | $6,691-19.4% |
| Admin fee / account holder | $4,407 | $10,256-57.0% | $8,291-46.8% | $13,402-67.1% |