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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 | $181,874 | $102,385+77.6% | $147,080+23.7% | $80,935+124.7% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 15.50% | 135.09%-119.6pp | 420.17%-404.7pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,700 | $3,717-54.3% | $4,933-65.5% | $2,757-38.3% |
| Participant deferral / active EE | $11,058 | $6,651+66.3% | $8,066+37.1% | $4,299+157.2% |
| Admin fee / account holder | $10,277 | $7,951+29.3% | $12,989-20.9% | $6,924+48.4% |