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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 | $102,393+74.9% | $147,041+21.8% | $80,911+121.3% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.6%+12.8pp |
| Annual return | 12.25% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $3,216 | $3,715-13.4% | $4,935-34.8% | $2,756+16.7% |
| Participant deferral / active EE | $10,738 | $6,647+61.5% | $8,071+33.0% | $4,297+149.9% |
| Admin fee / account holder | $1,836 | $7,943-76.9% | $13,006-85.9% | $6,935-73.5% |