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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 | $195,248 | $104,937+86.1% | $84,628+130.7% | $152,897+27.7% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.5%-7.5pp |
| Annual return | 21.78% | 373.88%-352.1pp | 258.80%-237.0pp | 345.43%-323.7pp |
| Employer contribution / active EE | $3,223 | $3,303-2.4% | $2,653+21.5% | $4,764-32.3% |
| Participant deferral / active EE | $7,474 | $4,690+59.4% | $3,900+91.6% | $5,851+27.7% |
| Admin fee / account holder | $6,420 | $6,243+2.8% | $4,914+30.6% | $11,599-44.7% |