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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 | $176,808 | $102,422+72.6% | $147,117+20.2% | $80,959+118.4% |
| Participation rate | 98.4% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 12.20% | 135.16%-123.0pp | 420.54%-408.3pp | 35.67%-23.5pp |
| Employer contribution / active EE | $7,781 | $3,717+109.3% | $4,932+57.8% | $2,757+182.2% |
| Participant deferral / active EE | $5,686 | $6,652-14.5% | $8,065-29.5% | $4,300+32.2% |
| Admin fee / account holder | $2,258 | $7,953-71.6% | $12,993-82.6% | $6,925-67.4% |