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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 | $114,685 | $51,184+124.1% | $66,439+72.6% | $86,983+31.8% |
| Participation rate | 93.3% | 68.5%+24.8pp | 74.5%+18.8pp | 69.5%+23.8pp |
| Annual return | 11.36% | 17.07%-5.7pp | 757.66%-746.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $1,674 | $2,023-17.2% | $2,637-36.5% | $2,584-35.2% |
| Participant deferral / active EE | $6,057 | $2,927+106.9% | $3,876+56.3% | $4,194+44.4% |
| Admin fee / account holder | $7,640 | $4,154+83.9% | $6,173+23.8% | $7,856-2.7% |