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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 | $183,285 | $102,385+79.0% | $147,080+24.6% | $80,935+126.5% |
| Participation rate | 95.5% | 75.9%+19.6pp | 82.2%+13.3pp | 67.7%+27.8pp |
| Annual return | 14.39% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,341 | $3,717-63.9% | $4,933-72.8% | $2,757-51.4% |
| Participant deferral / active EE | $12,545 | $6,651+88.6% | $8,066+55.5% | $4,299+191.8% |
| Admin fee / account holder | $5,461 | $7,951-31.3% | $12,989-58.0% | $6,924-21.1% |