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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 | $248,514 | $102,385+142.7% | $147,080+69.0% | $80,935+207.1% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 12.89% | 135.09%-122.2pp | 420.17%-407.3pp | 35.66%-22.8pp |
| Employer contribution / active EE | $2,041 | $3,717-45.1% | $4,933-58.6% | $2,757-26.0% |
| Participant deferral / active EE | $7,160 | $6,651+7.7% | $8,066-11.2% | $4,299+66.5% |
| Admin fee / account holder | $12,113 | $7,951+52.3% | $12,989-6.7% | $6,924+74.9% |