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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 | $141,335 | $96,236+46.9% | $133,698+5.7% | $80,959+74.6% |
| Participation rate | 96.4% | 71.2%+25.2pp | 76.4%+20.0pp | 67.7%+28.8pp |
| Annual return | 13.81% | 28.74%-14.9pp | 580.90%-567.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $2,602 | $3,350-22.3% | $4,218-38.3% | $2,757-5.6% |
| Participant deferral / active EE | $8,400 | $5,709+47.1% | $7,016+19.7% | $4,300+95.3% |
| Admin fee / account holder | $12,749 | $8,250+54.5% | $6,703+90.2% | $6,925+84.1% |