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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 | $149,766 | $102,385+46.3% | $147,080+1.8% | $80,935+85.0% |
| Participation rate | 88.6% | 75.9%+12.8pp | 82.2%+6.5pp | 67.7%+21.0pp |
| Annual return | 14.63% | 135.09%-120.5pp | 420.17%-405.5pp | 35.66%-21.0pp |
| Employer contribution / active EE | $1,195 | $3,717-67.8% | $4,933-75.8% | $2,757-56.6% |
| Participant deferral / active EE | $10,848 | $6,651+63.1% | $8,066+34.5% | $4,299+152.3% |
| Admin fee / account holder | $11,761 | $7,951+47.9% | $12,989-9.5% | $6,924+69.8% |