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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 | $204,886 | $102,385+100.1% | $147,080+39.3% | $80,935+153.1% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 13.22% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.4pp |
| Employer contribution / active EE | $3,169 | $3,717-14.7% | $4,933-35.8% | $2,757+15.0% |
| Participant deferral / active EE | $10,122 | $6,651+52.2% | $8,066+25.5% | $4,299+135.4% |
| Admin fee / account holder | $3,626 | $7,951-54.4% | $12,989-72.1% | $6,924-47.6% |