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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 | $155,044 | $102,422+51.4% | $147,117+5.4% | $80,959+91.5% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+29.9pp |
| Annual return | 12.51% | 135.16%-122.6pp | 420.54%-408.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,701 | $3,717-27.3% | $4,932-45.2% | $2,757-2.0% |
| Participant deferral / active EE | $6,495 | $6,652-2.4% | $8,065-19.5% | $4,300+51.0% |
| Admin fee / account holder | $25,374 | $7,953+219.0% | $12,993+95.3% | $6,925+266.4% |