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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 | $236,690 | $102,422+131.1% | $147,117+60.9% | $80,959+192.4% |
| Participation rate | 94.6% | 75.9%+18.7pp | 82.2%+12.4pp | 67.7%+26.9pp |
| Annual return | 13.20% | 135.16%-122.0pp | 420.54%-407.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,110 | $3,717-16.3% | $4,932-37.0% | $2,757+12.8% |
| Participant deferral / active EE | $11,478 | $6,652+72.5% | $8,065+42.3% | $4,300+166.9% |
| Admin fee / account holder | $26,709 | $7,953+235.8% | $12,993+105.6% | $6,925+285.7% |