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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 | $132,550 | $63,342+109.3% | $92,236+43.7% | $70,131+89.0% |
| Participation rate | 80.0% | 68.7%+11.3pp | 76.5%+3.5pp | 69.5%+10.5pp |
| Annual return | 19.42% | 530.15%-510.7pp | 176.29%-156.9pp | 73.14%-53.7pp |
| Employer contribution / active EE | $900 | $2,471-63.6% | $3,679-75.5% | $2,342-61.6% |
| Participant deferral / active EE | $3,414 | $2,854+19.6% | $3,897-12.4% | $3,332+2.5% |
| Admin fee / account holder | $49,100 | $3,840+1178.5% | $5,194+845.4% | $4,645+956.9% |