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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 | $162,688 | $102,422+58.8% | $147,117+10.6% | $80,959+101.0% |
| Participation rate | 95.0% | 75.9%+19.1pp | 82.2%+12.8pp | 67.7%+27.3pp |
| Annual return | 15.49% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $2,880 | $3,717-22.5% | $4,932-41.6% | $2,757+4.5% |
| Participant deferral / active EE | $10,113 | $6,652+52.0% | $8,065+25.4% | $4,300+135.2% |
| Admin fee / account holder | $6,588 | $7,953-17.2% | $12,993-49.3% | $6,925-4.9% |