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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 | $217,511 | $102,385+112.4% | $147,080+47.9% | $80,935+168.7% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 12.80% | 135.09%-122.3pp | 420.17%-407.4pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,149 | $3,717-69.1% | $4,933-76.7% | $2,757-58.3% |
| Participant deferral / active EE | $9,241 | $6,651+38.9% | $8,066+14.6% | $4,299+114.9% |
| Admin fee / account holder | $30,366 | $7,951+281.9% | $12,989+133.8% | $6,924+338.5% |