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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 | $159,539 | $100,139+59.3% | $85,187+87.3% | $145,884+9.4% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 20.59% | 84.15%-63.6pp | 66.67%-46.1pp | 551.85%-531.3pp |
| Employer contribution / active EE | $2,259 | $3,238-30.2% | $2,732-17.3% | $4,662-51.6% |
| Participant deferral / active EE | $4,876 | $5,296-7.9% | $4,525+7.8% | $6,690-27.1% |
| Admin fee / account holder | $462 | $7,262-93.6% | $6,162-92.5% | $13,392-96.6% |