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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 | $188,610 | $102,422+84.1% | $147,117+28.2% | $80,959+133.0% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 15.57% | 135.16%-119.6pp | 420.54%-405.0pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5,809 | $3,717+56.3% | $4,932+17.8% | $2,757+110.7% |
| Participant deferral / active EE | $10,294 | $6,652+54.8% | $8,065+27.7% | $4,300+139.4% |
| Admin fee / account holder | $692 | $7,953-91.3% | $12,993-94.7% | $6,925-90.0% |