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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 | $130,846 | $65,566+99.6% | $86,235+51.7% | $75,177+74.0% |
| Participation rate | 82.9% | 60.5%+22.4pp | 69.0%+14.0pp | 67.2%+15.7pp |
| Annual return | 14.84% | 46.07%-31.2pp | 1170.03%-1155.2pp | 160.75%-145.9pp |
| Employer contribution / active EE | $977 | $1,553-37.1% | $2,381-59.0% | $2,671-63.4% |
| Participant deferral / active EE | $5,210 | $3,023+72.3% | $3,987+30.7% | $4,126+26.3% |
| Admin fee / account holder | $12,547 | $5,470+129.4% | $6,856+83.0% | $5,651+122.0% |