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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 | $145,481 | $102,385+42.1% | $147,080-1.1% | $80,935+79.7% |
| Participation rate | 86.0% | 75.9%+10.2pp | 82.2%+3.9pp | 67.7%+18.4pp |
| Annual return | 12.15% | 135.09%-122.9pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $2,180 | $3,717-41.4% | $4,933-55.8% | $2,757-20.9% |
| Participant deferral / active EE | $7,425 | $6,651+11.6% | $8,066-8.0% | $4,299+72.7% |
| Admin fee / account holder | $16,692 | $7,951+109.9% | $12,989+28.5% | $6,924+141.1% |