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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 | $147,050 | $102,422+43.6% | $147,1170% | $80,959+81.6% |
| Participation rate | 96.0% | 75.9%+20.1pp | 82.2%+13.8pp | 67.7%+28.3pp |
| Annual return | 12.26% | 135.16%-122.9pp | 420.54%-408.3pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,950 | $3,717+6.3% | $4,932-19.9% | $2,757+43.3% |
| Participant deferral / active EE | $10,007 | $6,652+50.4% | $8,065+24.1% | $4,300+132.7% |
| Admin fee / account holder | $2,109 | $7,953-73.5% | $12,993-83.8% | $6,925-69.6% |