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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 | $143,539 | $81,696+75.7% | $70,494+103.6% | $158,982-9.7% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 12.32% | 208.70%-196.4pp | 109.16%-96.8pp | 302.99%-290.7pp |
| Employer contribution / active EE | $2,405 | $3,220-25.3% | $2,738-12.2% | $4,763-49.5% |
| Participant deferral / active EE | $2,405 | $4,558-47.2% | $3,711-35.2% | $5,983-59.8% |
| Admin fee / account holder | $447 | $6,200-92.8% | $3,848-88.4% | $11,252-96.0% |