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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 | $179,402 | $102,429+75.1% | $147,096+22.0% | $80,925+121.7% |
| Participation rate | 78.9% | 75.9%+3.1pp | 82.2%-3.2pp | 67.7%+11.3pp |
| Annual return | 13.63% | 135.02%-121.4pp | 419.75%-406.1pp | 35.65%-22.0pp |
| Employer contribution / active EE | $1,504 | $3,716-59.5% | $4,936-69.5% | $2,756-45.4% |
| Participant deferral / active EE | $8,115 | $6,649+22.1% | $8,071+0.5% | $4,299+88.8% |
| Admin fee / account holder | $705 | $7,957-91.1% | $13,005-94.6% | $6,940-89.8% |