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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 | $102,422+119.4% | $147,117+52.8% | $80,959+177.6% |
| Participation rate | 87.1% | 75.9%+11.2pp | 82.2%+4.9pp | 67.7%+19.4pp |
| Annual return | 11.86% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,125 | $3,717-42.8% | $4,932-56.9% | $2,757-22.9% |
| Participant deferral / active EE | $8,109 | $6,652+21.9% | $8,065+0.5% | $4,300+88.6% |
| Admin fee / account holder | $34,394 | $7,953+332.4% | $12,993+164.7% | $6,925+396.6% |