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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 | $239,219 | $105,210+127.4% | $159,487+50.0% | $85,851+178.6% |
| Participation rate | 80.6% | 75.8%+4.8pp | 82.8%-2.3pp | 69.3%+11.2pp |
| Annual return | 15.77% | 45.08%-29.3pp | 263.71%-247.9pp | 318.63%-302.9pp |
| Employer contribution / active EE | $878 | $3,319-73.5% | $4,831-81.8% | $2,565-65.8% |
| Participant deferral / active EE | $9,662 | $5,946+62.5% | $7,354+31.4% | $3,952+144.5% |
| Admin fee / account holder | $3,716 | $6,934-46.4% | $10,804-65.6% | $6,261-40.6% |