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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 | $142,516 | $102,422+39.1% | $147,117-3.1% | $80,959+76.0% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.2%+16.3pp | 67.7%+30.9pp |
| Annual return | 12.80% | 135.16%-122.4pp | 420.54%-407.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,694 | $3,717-27.5% | $4,932-45.4% | $2,757-2.3% |
| Participant deferral / active EE | $6,681 | $6,652+0.4% | $8,065-17.2% | $4,300+55.4% |
| Admin fee / account holder | $3,627 | $7,953-54.4% | $12,993-72.1% | $6,925-47.6% |