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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 | $246,346 | $102,382+140.6% | $147,005+67.6% | $80,874+204.6% |
| Participation rate | 97.9% | 75.8%+22.0pp | 82.2%+15.7pp | 67.6%+30.2pp |
| Annual return | 15.82% | 134.89%-119.1pp | 418.76%-402.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $2,421 | $3,715-34.8% | $4,934-50.9% | $2,756-12.1% |
| Participant deferral / active EE | $8,897 | $6,646+33.9% | $8,070+10.2% | $4,297+107.1% |
| Admin fee / account holder | $6,707 | $7,942-15.6% | $13,006-48.4% | $6,935-3.3% |