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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 | $102,393+46.3% | $147,041+1.9% | $80,911+85.1% |
| Participation rate | 88.6% | 75.9%+12.8pp | 82.2%+6.5pp | 67.6%+21.0pp |
| Annual return | 14.63% | 134.95%-120.3pp | 419.21%-404.6pp | 35.63%-21.0pp |
| Employer contribution / active EE | $1,195 | $3,715-67.8% | $4,935-75.8% | $2,756-56.6% |
| Participant deferral / active EE | $10,848 | $6,647+63.2% | $8,071+34.4% | $4,297+152.5% |
| Admin fee / account holder | $11,761 | $7,943+48.1% | $13,006-9.6% | $6,935+69.6% |