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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 | $119,376 | $52,279+128.3% | $89,414+33.5% | $79,852+49.5% |
| Participation rate | 94.4% | 57.5%+36.9pp | 68.0%+26.5pp | 69.6%+24.8pp |
| Annual return | 13.10% | 22.16%-9.1pp | 245.50%-232.4pp | 31.72%-18.6pp |
| Employer contribution / active EE | $1,017 | $1,572-35.3% | $2,586-60.7% | $2,471-58.8% |
| Participant deferral / active EE | $8,904 | $2,740+224.9% | $3,890+128.9% | $3,740+138.0% |
| Admin fee / account holder | $7,073 | $3,356+110.7% | $4,883+44.9% | $5,306+33.3% |