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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 | $203,439 | $150,412+35.3% | $120,574+68.7% | $145,884+39.5% |
| Participation rate | 75.0% | 78.8%-3.8pp | 71.9%+3.1pp | 80.3%-5.3pp |
| Annual return | 11.87% | 154.50%-142.6pp | 107.42%-95.6pp | 551.85%-540.0pp |
| Employer contribution / active EE | $7,074 | $4,355+62.4% | $3,471+103.8% | $4,662+51.7% |
| Participant deferral / active EE | $6,694 | $6,175+8.4% | $4,996+34.0% | $6,690+0.1% |
| Admin fee / account holder | $1,069 | $12,224-91.3% | $9,445-88.7% | $13,392-92.0% |