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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 | $179,724 | $90,530+98.5% | $76,030+136.4% | $145,897+23.2% |
| Participation rate | 95.2% | 74.4%+20.8pp | 69.1%+26.2pp | 80.3%+14.9pp |
| Annual return | 10.74% | 625.08%-614.3pp | 361.54%-350.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,677 | $3,319-49.5% | $2,688-37.6% | $4,663-64.0% |
| Participant deferral / active EE | $6,024 | $5,164+16.6% | $4,257+41.5% | $6,689-9.9% |
| Admin fee / account holder | $3,502 | $8,383-58.2% | $6,421-45.5% | $13,390-73.8% |