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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 | $139,073 | $55,472+150.7% | $155,567-10.6% | $74,546+86.6% |
| Participation rate | 91.2% | 61.9%+29.2pp | 78.2%+13.0pp | 67.2%+23.9pp |
| Annual return | 12.61% | 268.72%-256.1pp | 64.74%-52.1pp | 1366.03%-1353.4pp |
| Employer contribution / active EE | $7,778 | $2,269+242.8% | $4,674+66.4% | $2,624+196.4% |
| Participant deferral / active EE | $5,760 | $2,838+103.0% | $5,628+2.4% | $4,347+32.5% |
| Admin fee / account holder | $10,940 | $1,743+527.8% | $15,916-31.3% | $1,944+462.9% |