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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 | $122,081 | $49,896+144.7% | $80,627+51.4% | $75,173+62.4% |
| Participation rate | 95.3% | 55.3%+40.0pp | 67.0%+28.3pp | 67.2%+28.1pp |
| Annual return | 16.24% | 34.67%-18.4pp | 936.76%-920.5pp | 160.72%-144.5pp |
| Employer contribution / active EE | $1,528 | $1,699-10.0% | $2,723-43.9% | $2,671-42.8% |
| Participant deferral / active EE | $6,061 | $2,992+102.6% | $4,443+36.4% | $4,126+46.9% |
| Admin fee / account holder | $7,622 | $3,578+113.0% | $5,381+41.7% | $5,651+34.9% |