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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 | $194,503 | $105,200+84.9% | $159,474+22.0% | $85,847+126.6% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.8%+6.1pp | 69.3%+19.6pp |
| Annual return | 12.99% | 45.08%-32.1pp | 263.68%-250.7pp | 318.61%-305.6pp |
| Employer contribution / active EE | $1,705 | $3,319-48.6% | $4,831-64.7% | $2,565-33.5% |
| Participant deferral / active EE | $12,370 | $5,946+108.1% | $7,353+68.2% | $3,952+213.0% |
| Admin fee / account holder | $652 | $6,934-90.6% | $10,802-94.0% | $6,261-89.6% |