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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 | $102,429+77.6% | $147,096+23.6% | $80,925+124.7% |
| Participation rate | 80.6% | 75.9%+4.7pp | 82.2%-1.6pp | 67.7%+12.9pp |
| Annual return | 15.50% | 135.02%-119.5pp | 419.75%-404.3pp | 35.65%-20.2pp |
| Employer contribution / active EE | $1,700 | $3,716-54.2% | $4,936-65.6% | $2,756-38.3% |
| Participant deferral / active EE | $11,058 | $6,649+66.3% | $8,071+37.0% | $4,299+157.3% |
| Admin fee / account holder | $10,277 | $7,957+29.2% | $13,005-21.0% | $6,940+48.1% |