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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 | $190,581 | $111,785+70.5% | $93,669+103.5% | $145,877+30.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 11.09% | 203.79%-192.7pp | 133.59%-122.5pp | 551.28%-540.2pp |
| Employer contribution / active EE | $2,245 | $3,096-27.5% | $2,424-7.3% | $4,663-51.8% |
| Participant deferral / active EE | $6,337 | $4,919+28.8% | $4,416+43.5% | $6,691-5.3% |
| Admin fee / account holder | $6,873 | $10,256-33.0% | $8,291-17.1% | $13,402-48.7% |