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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 | $155,090 | $102,382+51.5% | $147,005+5.5% | $80,874+91.8% |
| Participation rate | 81.1% | 75.8%+5.3pp | 82.2%-1.0pp | 67.6%+13.5pp |
| Annual return | 14.19% | 134.89%-120.7pp | 418.76%-404.6pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,509 | $3,715-59.4% | $4,934-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $6,852 | $6,646+3.1% | $8,070-15.1% | $4,297+59.5% |
| Admin fee / account holder | $20,417 | $7,942+157.1% | $13,006+57.0% | $6,935+194.4% |