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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 | $163,675 | $102,429+59.8% | $147,096+11.3% | $80,925+102.3% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.2%+16.3pp | 67.7%+30.9pp |
| Annual return | 12.04% | 135.02%-123.0pp | 419.75%-407.7pp | 35.65%-23.6pp |
| Employer contribution / active EE | $2,807 | $3,716-24.4% | $4,936-43.1% | $2,756+1.9% |
| Participant deferral / active EE | $7,080 | $6,649+6.5% | $8,071-12.3% | $4,299+64.7% |
| Admin fee / account holder | $22,917 | $7,957+188.0% | $13,005+76.2% | $6,940+230.2% |