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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 | $124,565 | $106,923+16.5% | $84,023+48.3% | $152,909-18.5% |
| Participation rate | 94.4% | 75.3%+19.2pp | 69.0%+25.4pp | 82.5%+12.0pp |
| Annual return | 23.87% | 105.02%-81.2pp | 71.32%-47.5pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,285 | $2,735-16.5% | $1,984+15.2% | $4,764-52.0% |
| Participant deferral / active EE | $5,697 | $4,013+42.0% | $3,239+75.9% | $5,851-2.6% |
| Admin fee / account holder | $1,775 | $8,289-78.6% | $6,102-70.9% | $11,601-84.7% |