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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 | $180,779 | $57,305+215.5% | $86,640+108.7% | $75,173+140.5% |
| Participation rate | 73.7% | 63.2%+10.5pp | 71.7%+2.0pp | 67.2%+6.5pp |
| Annual return | 16.93% | 2674.24%-2657.3pp | 592.52%-575.6pp | 160.72%-143.8pp |
| Employer contribution / active EE | $741 | $2,316-68.0% | $3,024-75.5% | $2,671-72.3% |
| Participant deferral / active EE | $4,368 | $3,320+31.6% | $4,438-1.6% | $4,126+5.9% |
| Admin fee / account holder | $9,076 | $4,116+120.5% | $5,616+61.6% | $5,651+60.6% |