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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 | $148,610 | $65,566+126.7% | $86,235+72.3% | $75,177+97.7% |
| Participation rate | 98.2% | 60.5%+37.7pp | 69.0%+29.2pp | 67.2%+31.0pp |
| Annual return | 15.54% | 46.07%-30.5pp | 1170.03%-1154.5pp | 160.75%-145.2pp |
| Employer contribution / active EE | $616 | $1,553-60.3% | $2,381-74.1% | $2,671-76.9% |
| Participant deferral / active EE | $7,877 | $3,023+160.6% | $3,987+97.6% | $4,126+90.9% |
| Admin fee / account holder | $6,536 | $5,470+19.5% | $6,856-4.7% | $5,651+15.7% |