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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 | $213,069 | $102,385+108.1% | $147,080+44.9% | $80,935+163.3% |
| Participation rate | 94.9% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 18.95% | 135.09%-116.1pp | 420.17%-401.2pp | 35.66%-16.7pp |
| Employer contribution / active EE | $3,356 | $3,717-9.7% | $4,933-32.0% | $2,757+21.7% |
| Participant deferral / active EE | $9,025 | $6,651+35.7% | $8,066+11.9% | $4,299+109.9% |
| Admin fee / account holder | $5,398 | $7,951-32.1% | $12,989-58.4% | $6,924-22.0% |