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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 | $207,428 | $102,422+102.5% | $147,117+41.0% | $80,959+156.2% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.7%+28.5pp |
| Annual return | 17.96% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.7pp |
| Employer contribution / active EE | $958 | $3,717-74.2% | $4,932-80.6% | $2,757-65.2% |
| Participant deferral / active EE | $14,715 | $6,652+121.2% | $8,065+82.5% | $4,300+242.2% |
| Admin fee / account holder | $1,161 | $7,953-85.4% | $12,993-91.1% | $6,925-83.2% |