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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 | $118,573 | $102,385+15.8% | $147,080-19.4% | $80,935+46.5% |
| Participation rate | 96.7% | 75.9%+20.8pp | 82.2%+14.5pp | 67.7%+29.0pp |
| Annual return | 13.17% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,750 | $3,717-52.9% | $4,933-64.5% | $2,757-36.5% |
| Participant deferral / active EE | $7,036 | $6,651+5.8% | $8,066-12.8% | $4,299+63.7% |
| Admin fee / account holder | $17,919 | $7,951+125.4% | $12,989+38.0% | $6,924+158.8% |