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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 | $179,083 | $102,382+74.9% | $147,005+21.8% | $80,874+121.4% |
| Participation rate | 80.4% | 75.8%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 12.25% | 134.89%-122.6pp | 418.76%-406.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $3,216 | $3,715-13.4% | $4,934-34.8% | $2,756+16.7% |
| Participant deferral / active EE | $10,738 | $6,646+61.6% | $8,070+33.1% | $4,297+149.9% |
| Admin fee / account holder | $1,836 | $7,942-76.9% | $13,006-85.9% | $6,935-73.5% |