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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 | $207,428 | $102,393+102.6% | $147,041+41.1% | $80,911+156.4% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 17.96% | 134.95%-117.0pp | 419.21%-401.3pp | 35.63%-17.7pp |
| Employer contribution / active EE | $958 | $3,715-74.2% | $4,935-80.6% | $2,756-65.2% |
| Participant deferral / active EE | $14,715 | $6,647+121.4% | $8,071+82.3% | $4,297+242.4% |
| Admin fee / account holder | $1,161 | $7,943-85.4% | $13,006-91.1% | $6,935-83.3% |