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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 | $194,629 | $134,817+44.4% | $123,973+57.0% | $155,188+25.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.7%+3.3pp | 80.8%-0.8pp |
| Annual return | 15.19% | 515.49%-500.3pp | 388.13%-372.9pp | 148.84%-133.6pp |
| Employer contribution / active EE | $3,051 | $4,425-31.1% | $4,126-26.0% | $4,248-28.2% |
| Participant deferral / active EE | $9,459 | $5,706+65.8% | $5,247+80.3% | $6,531+44.8% |
| Admin fee / account holder | $2,686 | $13,245-79.7% | $11,799-77.2% | $14,480-81.4% |