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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 | $177,676 | $102,422+73.5% | $147,117+20.8% | $80,959+119.5% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 17.91% | 135.16%-117.2pp | 420.54%-402.6pp | 35.67%-17.8pp |
| Employer contribution / active EE | $1,378 | $3,717-62.9% | $4,932-72.1% | $2,757-50.0% |
| Participant deferral / active EE | $12,538 | $6,652+88.5% | $8,065+55.5% | $4,300+191.5% |
| Admin fee / account holder | $7,748 | $7,953-2.6% | $12,993-40.4% | $6,925+11.9% |