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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 | $199,272 | $100,139+99.0% | $85,187+133.9% | $145,884+36.6% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.4pp |
| Annual return | 8.44% | 84.15%-75.7pp | 66.67%-58.2pp | 551.85%-543.4pp |
| Employer contribution / active EE | $2,834 | $3,238-12.5% | $2,732+3.7% | $4,662-39.2% |
| Participant deferral / active EE | $5,229 | $5,296-1.3% | $4,525+15.6% | $6,690-21.8% |
| Admin fee / account holder | $1,208 | $7,262-83.4% | $6,162-80.4% | $13,392-91.0% |