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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 | $144,704 | $102,422+41.3% | $147,117-1.6% | $80,959+78.7% |
| Participation rate | 93.9% | 75.9%+18.1pp | 82.2%+11.8pp | 67.7%+26.3pp |
| Annual return | 12.39% | 135.16%-122.8pp | 420.54%-408.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $3,215 | $3,717-13.5% | $4,932-34.8% | $2,757+16.6% |
| Participant deferral / active EE | $9,726 | $6,652+46.2% | $8,065+20.6% | $4,300+126.2% |
| Admin fee / account holder | $17,523 | $7,953+120.3% | $12,993+34.9% | $6,925+153.0% |