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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 | $181,888 | $102,422+77.6% | $147,117+23.6% | $80,959+124.7% |
| Participation rate | 75.9% | 75.9%+0.1pp | 82.2%-6.3pp | 67.7%+8.3pp |
| Annual return | 13.37% | 135.16%-121.8pp | 420.54%-407.2pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,721 | $3,717-53.7% | $4,932-65.1% | $2,757-37.6% |
| Participant deferral / active EE | $8,937 | $6,652+34.3% | $8,065+10.8% | $4,300+107.8% |
| Admin fee / account holder | $14,448 | $7,953+81.7% | $12,993+11.2% | $6,925+108.6% |