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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 | $102,429+68.9% | $147,096+17.6% | $80,925+113.8% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 12.53% | 135.02%-122.5pp | 419.75%-407.2pp | 35.65%-23.1pp |
| Employer contribution / active EE | $993 | $3,716-73.3% | $4,936-79.9% | $2,756-64.0% |
| Participant deferral / active EE | $11,762 | $6,649+76.9% | $8,071+45.7% | $4,299+173.6% |
| Admin fee / account holder | $47,151 | $7,957+492.6% | $13,005+262.6% | $6,940+579.4% |