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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 | $145,461 | $100,139+45.3% | $85,187+70.8% | $145,884-0.3% |
| Participation rate | 95.7% | 74.1%+21.6pp | 67.5%+28.1pp | 80.3%+15.3pp |
| Annual return | 13.79% | 84.15%-70.4pp | 66.67%-52.9pp | 551.85%-538.1pp |
| Employer contribution / active EE | $1,003 | $3,238-69.0% | $2,732-63.3% | $4,662-78.5% |
| Participant deferral / active EE | $10,903 | $5,296+105.9% | $4,525+141.0% | $6,690+63.0% |
| Admin fee / account holder | $2,630 | $7,262-63.8% | $6,162-57.3% | $13,392-80.4% |