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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 | $102,422+74.8% | $147,117+21.7% | $80,959+121.2% |
| Participation rate | 80.4% | 75.9%+4.6pp | 82.2%-1.7pp | 67.7%+12.8pp |
| Annual return | 12.25% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,216 | $3,717-13.5% | $4,932-34.8% | $2,757+16.6% |
| Participant deferral / active EE | $10,738 | $6,652+61.4% | $8,065+33.1% | $4,300+149.7% |
| Admin fee / account holder | $1,836 | $7,953-76.9% | $12,993-85.9% | $6,925-73.5% |