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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 | $136,381 | $63,342+115.3% | $92,235+47.9% | $70,131+94.5% |
| Participation rate | 91.9% | 68.7%+23.2pp | 76.5%+15.4pp | 69.5%+22.4pp |
| Annual return | 16.20% | 530.15%-514.0pp | 176.28%-160.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $1,940 | $2,471-21.5% | $3,679-47.3% | $2,342-17.2% |
| Participant deferral / active EE | $7,434 | $2,854+160.5% | $3,897+90.8% | $3,332+123.1% |
| Admin fee / account holder | $1,528 | $3,840-60.2% | $5,194-70.6% | $4,645-67.1% |