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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 | $193,536 | $99,652+94.2% | $78,778+145.7% | $147,585+31.1% |
| Participation rate | 82.6% | 76.2%+6.4pp | 69.2%+13.4pp | 82.8%-0.2pp |
| Annual return | 15.44% | 47.28%-31.8pp | 35.62%-20.2pp | 578.58%-563.1pp |
| Employer contribution / active EE | $6,000 | $2,796+114.6% | $1,986+202.2% | $4,876+23.0% |
| Participant deferral / active EE | $4,658 | $3,664+27.1% | $2,958+57.5% | $5,439-14.4% |
| Admin fee / account holder | $538 | $7,155-92.5% | $5,134-89.5% | $10,886-95.1% |