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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 | $82,061 | $123,854-33.7% | $69,623+17.9% | $145,884-43.7% |
| Participation rate | 85.7% | 69.2%+16.5pp | 66.4%+19.3pp | 80.3%+5.4pp |
| Annual return | 22.45% | 192.35%-169.9pp | 101.23%-78.8pp | 551.85%-529.4pp |
| Employer contribution / active EE | $7,623 | $2,673+185.2% | $1,709+346.1% | $4,662+63.5% |
| Participant deferral / active EE | $4,488 | $4,242+5.8% | $2,890+55.3% | $6,690-32.9% |
| Admin fee / account holder | $1,366 | $7,822-82.5% | $4,696-70.9% | $13,392-89.8% |