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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 | $126,425 | $52,279+141.8% | $89,414+41.4% | $79,852+58.3% |
| Participation rate | 80.8% | 57.5%+23.2pp | 68.0%+12.8pp | 69.6%+11.1pp |
| Annual return | 14.07% | 22.16%-8.1pp | 245.50%-231.4pp | 31.72%-17.6pp |
| Employer contribution / active EE | $1,025 | $1,572-34.8% | $2,586-60.4% | $2,471-58.5% |
| Participant deferral / active EE | $2,059 | $2,740-24.9% | $3,890-47.1% | $3,740-45.0% |
| Admin fee / account holder | $14,191 | $3,356+322.8% | $4,883+190.6% | $5,306+167.4% |