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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 | $190,845 | $77,157+147.3% | $108,405+76.0% | $85,847+122.3% |
| Participation rate | 79.2% | 74.7%+4.6pp | 80.1%-0.9pp | 69.3%+9.9pp |
| Annual return | 14.76% | 44.55%-29.8pp | 905.55%-890.8pp | 318.61%-303.9pp |
| Employer contribution / active EE | $1,725 | $2,379-27.5% | $3,559-51.5% | $2,565-32.8% |
| Participant deferral / active EE | $11,583 | $5,567+108.1% | $6,563+76.5% | $3,952+193.1% |
| Admin fee / account holder | $14,585 | $5,174+181.9% | $7,297+99.9% | $6,261+133.0% |