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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 | $115,666 | $63,342+82.6% | $92,236+25.4% | $70,131+64.9% |
| Participation rate | 75.9% | 68.7%+7.2pp | 76.5%-0.6pp | 69.5%+6.3pp |
| Annual return | 17.48% | 530.15%-512.7pp | 176.29%-158.8pp | 73.14%-55.7pp |
| Employer contribution / active EE | $558 | $2,471-77.4% | $3,679-84.8% | $2,342-76.2% |
| Participant deferral / active EE | $5,243 | $2,854+83.7% | $3,897+34.5% | $3,332+57.4% |
| Admin fee / account holder | $17,136 | $3,840+346.2% | $5,194+229.9% | $4,645+268.9% |