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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 | $173,037 | $102,422+68.9% | $147,117+17.6% | $80,959+113.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.53% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $993 | $3,717-73.3% | $4,932-79.9% | $2,757-64.0% |
| Participant deferral / active EE | $11,762 | $6,652+76.8% | $8,065+45.8% | $4,300+173.5% |
| Admin fee / account holder | $47,151 | $7,953+492.8% | $12,993+262.9% | $6,925+580.9% |