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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 | $162,461 | $102,422+58.6% | $147,117+10.4% | $80,959+100.7% |
| Participation rate | 95.6% | 75.9%+19.7pp | 82.2%+13.4pp | 67.7%+27.9pp |
| Annual return | 12.80% | 135.16%-122.4pp | 420.54%-407.7pp | 35.67%-22.9pp |
| Employer contribution / active EE | $4,018 | $3,717+8.1% | $4,932-18.5% | $2,757+45.7% |
| Participant deferral / active EE | $9,178 | $6,652+38.0% | $8,065+13.8% | $4,300+113.4% |
| Admin fee / account holder | $11,640 | $7,953+46.4% | $12,993-10.4% | $6,925+68.1% |