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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 | $148,094 | $106,923+38.5% | $84,023+76.3% | $152,909-3.1% |
| Participation rate | 92.9% | 75.3%+17.6pp | 69.0%+23.8pp | 82.5%+10.4pp |
| Annual return | 20.64% | 105.02%-84.4pp | 71.32%-50.7pp | 345.46%-324.8pp |
| Employer contribution / active EE | $2,669 | $2,735-2.4% | $1,984+34.5% | $4,764-44.0% |
| Participant deferral / active EE | $5,647 | $4,013+40.7% | $3,239+74.3% | $5,851-3.5% |
| Admin fee / account holder | $4,629 | $8,289-44.2% | $6,102-24.1% | $11,601-60.1% |