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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 | $204,654 | $102,422+99.8% | $147,117+39.1% | $80,959+152.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 19.89% | 135.16%-115.3pp | 420.54%-400.7pp | 35.67%-15.8pp |
| Employer contribution / active EE | $1,539 | $3,717-58.6% | $4,932-68.8% | $2,757-44.2% |
| Participant deferral / active EE | $9,669 | $6,652+45.3% | $8,065+19.9% | $4,300+124.8% |
| Admin fee / account holder | $15,246 | $7,953+91.7% | $12,993+17.3% | $6,925+120.2% |