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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 | $224,739 | $102,429+119.4% | $147,096+52.8% | $80,925+177.7% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 11.86% | 135.02%-123.2pp | 419.75%-407.9pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,125 | $3,716-42.8% | $4,936-57.0% | $2,756-22.9% |
| Participant deferral / active EE | $8,109 | $6,649+22.0% | $8,071+0.5% | $4,299+88.6% |
| Admin fee / account holder | $34,394 | $7,957+332.3% | $13,005+164.5% | $6,940+395.6% |