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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 | $102,385+73.5% | $147,080+20.8% | $80,935+119.5% |
| Participation rate | 95.1% | 75.9%+19.2pp | 82.2%+12.9pp | 67.7%+27.4pp |
| Annual return | 17.91% | 135.09%-117.2pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $1,378 | $3,717-62.9% | $4,933-72.1% | $2,757-50.0% |
| Participant deferral / active EE | $12,538 | $6,651+88.5% | $8,066+55.4% | $4,299+191.6% |
| Admin fee / account holder | $7,748 | $7,951-2.6% | $12,989-40.3% | $6,924+11.9% |