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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 | $205,753 | $102,382+101.0% | $147,005+40.0% | $80,874+154.4% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.2%+10.6pp | 67.6%+25.1pp |
| Annual return | 18.98% | 134.89%-115.9pp | 418.76%-399.8pp | 35.62%-16.6pp |
| Employer contribution / active EE | $986 | $3,715-73.5% | $4,934-80.0% | $2,756-64.2% |
| Participant deferral / active EE | $9,867 | $6,646+48.5% | $8,070+22.3% | $4,297+129.6% |
| Admin fee / account holder | $1,474 | $7,942-81.4% | $13,006-88.7% | $6,935-78.7% |