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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 | $219,360 | $102,422+114.2% | $147,117+49.1% | $80,959+171.0% |
| Participation rate | 86.5% | 75.9%+10.6pp | 82.2%+4.3pp | 67.7%+18.8pp |
| Annual return | 14.06% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,066 | $3,717-71.3% | $4,932-78.4% | $2,757-61.3% |
| Participant deferral / active EE | $10,833 | $6,652+62.9% | $8,065+34.3% | $4,300+151.9% |
| Admin fee / account holder | $2,867 | $7,953-63.9% | $12,993-77.9% | $6,925-58.6% |