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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 | $151,257 | $102,385+47.7% | $147,080+2.8% | $80,935+86.9% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 15.03% | 135.09%-120.1pp | 420.17%-405.1pp | 35.66%-20.6pp |
| Employer contribution / active EE | $1,079 | $3,717-71.0% | $4,933-78.1% | $2,757-60.8% |
| Participant deferral / active EE | $9,824 | $6,651+47.7% | $8,066+21.8% | $4,299+128.5% |
| Admin fee / account holder | $4,568 | $7,951-42.6% | $12,989-64.8% | $6,924-34.0% |