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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 | $102,429+39.1% | $147,096-3.1% | $80,925+76.1% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.2%+16.3pp | 67.7%+30.9pp |
| Annual return | 12.80% | 135.02%-122.2pp | 419.75%-407.0pp | 35.65%-22.9pp |
| Employer contribution / active EE | $2,694 | $3,716-27.5% | $4,936-45.4% | $2,756-2.3% |
| Participant deferral / active EE | $6,681 | $6,649+0.5% | $8,071-17.2% | $4,299+55.4% |
| Admin fee / account holder | $3,627 | $7,957-54.4% | $13,005-72.1% | $6,940-47.7% |