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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 | $90,614+98.3% | $76,089+136.2% | $145,877+23.2% |
| Participation rate | 95.2% | 74.5%+20.7pp | 69.1%+26.2pp | 80.3%+14.9pp |
| Annual return | 10.74% | 623.80%-613.1pp | 360.94%-350.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $1,677 | $3,324-49.5% | $2,690-37.6% | $4,663-64.0% |
| Participant deferral / active EE | $6,024 | $5,168+16.6% | $4,259+41.4% | $6,691-10.0% |
| Admin fee / account holder | $3,502 | $8,376-58.2% | $6,418-45.4% | $13,402-73.9% |