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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 | $165,800 | $102,422+61.9% | $147,117+12.7% | $80,959+104.8% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 13.69% | 135.16%-121.5pp | 420.54%-406.8pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,787 | $3,717-25.0% | $4,932-43.5% | $2,757+1.1% |
| Participant deferral / active EE | $9,547 | $6,652+43.5% | $8,065+18.4% | $4,300+122.0% |
| Admin fee / account holder | $12,515 | $7,953+57.4% | $12,993-3.7% | $6,925+80.7% |