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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 | $210,545 | $102,422+105.6% | $147,117+43.1% | $80,959+160.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 17.01% | 135.16%-118.1pp | 420.54%-403.5pp | 35.67%-18.7pp |
| Employer contribution / active EE | $2,202 | $3,717-40.8% | $4,932-55.3% | $2,757-20.1% |
| Participant deferral / active EE | $7,103 | $6,652+6.8% | $8,065-11.9% | $4,300+65.2% |
| Admin fee / account holder | $16,940 | $7,953+113.0% | $12,993+30.4% | $6,925+144.6% |