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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 | $102,429+75.8% | $147,096+22.4% | $80,925+122.5% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 14.06% | 135.02%-121.0pp | 419.75%-405.7pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,100 | $3,716-70.4% | $4,936-77.7% | $2,756-60.1% |
| Participant deferral / active EE | $12,116 | $6,649+82.2% | $8,071+50.1% | $4,299+181.9% |
| Admin fee / account holder | $23,749 | $7,957+198.5% | $13,005+82.6% | $6,940+242.2% |