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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 | $180,020 | $102,422+75.8% | $147,117+22.4% | $80,959+122.4% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 14.06% | 135.16%-121.1pp | 420.54%-406.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,100 | $3,717-70.4% | $4,932-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $12,116 | $6,652+82.1% | $8,065+50.2% | $4,300+181.7% |
| Admin fee / account holder | $23,749 | $7,953+198.6% | $12,993+82.8% | $6,925+242.9% |