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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 | $102,429+99.8% | $147,096+39.1% | $80,925+152.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 82.2%-10.8pp | 67.7%+3.8pp |
| Annual return | 19.89% | 135.02%-115.1pp | 419.75%-399.9pp | 35.65%-15.8pp |
| Employer contribution / active EE | $1,539 | $3,716-58.6% | $4,936-68.8% | $2,756-44.1% |
| Participant deferral / active EE | $9,669 | $6,649+45.4% | $8,071+19.8% | $4,299+124.9% |
| Admin fee / account holder | $15,246 | $7,957+91.6% | $13,005+17.2% | $6,940+119.7% |