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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 | $102,385+75.8% | $147,080+22.4% | $80,935+122.4% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 14.06% | 135.09%-121.0pp | 420.17%-406.1pp | 35.66%-21.6pp |
| Employer contribution / active EE | $1,100 | $3,717-70.4% | $4,933-77.7% | $2,757-60.1% |
| Participant deferral / active EE | $12,116 | $6,651+82.2% | $8,066+50.2% | $4,299+181.8% |
| Admin fee / account holder | $23,749 | $7,951+198.7% | $12,989+82.8% | $6,924+243.0% |