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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 | $102,385+64.1% | $147,080+14.2% | $80,935+107.6% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 14.53% | 135.09%-120.6pp | 420.17%-405.6pp | 35.66%-21.1pp |
| Employer contribution / active EE | $899 | $3,717-75.8% | $4,933-81.8% | $2,757-67.4% |
| Participant deferral / active EE | $6,730 | $6,651+1.2% | $8,066-16.6% | $4,299+56.5% |
| Admin fee / account holder | $3,671 | $7,951-53.8% | $12,989-71.7% | $6,924-47.0% |