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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 | $153,355 | $65,566+133.9% | $86,235+77.8% | $75,177+104.0% |
| Participation rate | 75.7% | 60.5%+15.2pp | 69.0%+6.7pp | 67.2%+8.5pp |
| Annual return | 14.74% | 46.07%-31.3pp | 1170.03%-1155.3pp | 160.75%-146.0pp |
| Employer contribution / active EE | $854 | $1,553-45.0% | $2,381-64.1% | $2,671-68.0% |
| Participant deferral / active EE | $5,368 | $3,023+77.5% | $3,987+34.6% | $4,126+30.1% |
| Admin fee / account holder | $937 | $5,470-82.9% | $6,856-86.3% | $5,651-83.4% |