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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 | $102,429+100.9% | $147,096+39.9% | $80,925+154.3% |
| Participation rate | 92.7% | 75.9%+16.9pp | 82.2%+10.5pp | 67.7%+25.1pp |
| Annual return | 18.98% | 135.02%-116.0pp | 419.75%-400.8pp | 35.65%-16.7pp |
| Employer contribution / active EE | $986 | $3,716-73.5% | $4,936-80.0% | $2,756-64.2% |
| Participant deferral / active EE | $9,867 | $6,649+48.4% | $8,071+22.3% | $4,299+129.5% |
| Admin fee / account holder | $1,474 | $7,957-81.5% | $13,005-88.7% | $6,940-78.8% |