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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 | $102,422+140.5% | $147,117+67.4% | $80,959+204.3% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 15.82% | 135.16%-119.3pp | 420.54%-404.7pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,421 | $3,717-34.9% | $4,932-50.9% | $2,757-12.2% |
| Participant deferral / active EE | $8,897 | $6,652+33.7% | $8,065+10.3% | $4,300+106.9% |
| Admin fee / account holder | $6,707 | $7,953-15.7% | $12,993-48.4% | $6,925-3.2% |