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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 | $168,010 | $102,429+64.0% | $147,096+14.2% | $80,925+107.6% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 14.53% | 135.02%-120.5pp | 419.75%-405.2pp | 35.65%-21.1pp |
| Employer contribution / active EE | $899 | $3,716-75.8% | $4,936-81.8% | $2,756-67.4% |
| Participant deferral / active EE | $6,730 | $6,649+1.2% | $8,071-16.6% | $4,299+56.6% |
| Admin fee / account holder | $3,671 | $7,957-53.9% | $13,005-71.8% | $6,940-47.1% |