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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 | $158,348 | $102,422+54.6% | $147,117+7.6% | $80,959+95.6% |
| Participation rate | 97.9% | 75.9%+22.0pp | 82.2%+15.7pp | 67.7%+30.2pp |
| Annual return | 15.12% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,745 | $3,717+0.7% | $4,932-24.1% | $2,757+35.8% |
| Participant deferral / active EE | $10,128 | $6,652+52.3% | $8,065+25.6% | $4,300+135.5% |
| Admin fee / account holder | $5,492 | $7,953-30.9% | $12,993-57.7% | $6,925-20.7% |