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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 | $169,813 | $99,079+71.4% | $78,002+117.7% | $273,972-38.0% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.5%+12.0pp | 83.0%+4.5pp |
| Annual return | 7.90% | 217.93%-210.0pp | 425.99%-418.1pp | 41.46%-33.6pp |
| Employer contribution / active EE | $912 | $3,308-72.4% | $2,470-63.1% | $4,869-81.3% |
| Participant deferral / active EE | $8,163 | $4,306+89.6% | $3,497+133.4% | $5,287+54.4% |
| Admin fee / account holder | $7,073 | $8,954-21.0% | $5,481+29.1% | $10,133-30.2% |