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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 | $102,422+59.8% | $147,117+11.3% | $80,959+102.2% |
| Participation rate | 98.5% | 75.9%+22.7pp | 82.2%+16.3pp | 67.7%+30.9pp |
| Annual return | 12.04% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,807 | $3,717-24.5% | $4,932-43.1% | $2,757+1.8% |
| Participant deferral / active EE | $7,080 | $6,652+6.4% | $8,065-12.2% | $4,300+64.6% |
| Admin fee / account holder | $22,917 | $7,953+188.1% | $12,993+76.4% | $6,925+230.9% |