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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 | $197,009 | $80,812+143.8% | $160,784+22.5% | $82,448+139.0% |
| Participation rate | 82.5% | 66.2%+16.3pp | 77.0%+5.6pp | 68.1%+14.5pp |
| Annual return | 15.70% | 100.59%-84.9pp | 1803.92%-1788.2pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,740 | $2,174-20.0% | $3,733-53.4% | $2,551-31.8% |
| Participant deferral / active EE | $8,279 | $4,335+91.0% | $6,293+31.6% | $4,139+100.0% |
| Admin fee / account holder | $7,420 | $7,695-3.6% | $9,717-23.6% | $7,234+2.6% |