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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 | $102,422+100.9% | $147,117+39.9% | $80,959+154.1% |
| Participation rate | 92.7% | 75.9%+16.9pp | 82.2%+10.5pp | 67.7%+25.1pp |
| Annual return | 18.98% | 135.16%-116.2pp | 420.54%-401.6pp | 35.67%-16.7pp |
| Employer contribution / active EE | $986 | $3,717-73.5% | $4,932-80.0% | $2,757-64.2% |
| Participant deferral / active EE | $9,867 | $6,652+48.3% | $8,065+22.4% | $4,300+129.4% |
| Admin fee / account holder | $1,474 | $7,953-81.5% | $12,993-88.7% | $6,925-78.7% |