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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 | $162,511 | $102,385+58.7% | $147,080+10.5% | $80,935+100.8% |
| Participation rate | 97.0% | 75.9%+21.1pp | 82.2%+14.8pp | 67.7%+29.3pp |
| Annual return | 14.22% | 135.09%-120.9pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $2,303 | $3,717-38.0% | $4,933-53.3% | $2,757-16.5% |
| Participant deferral / active EE | $6,800 | $6,651+2.2% | $8,066-15.7% | $4,299+58.2% |
| Admin fee / account holder | $11,678 | $7,951+46.9% | $12,989-10.1% | $6,924+68.6% |