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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 | $103,554 | $102,385+1.1% | $147,080-29.6% | $80,935+27.9% |
| Participation rate | 98.5% | 75.9%+22.6pp | 82.2%+16.3pp | 67.7%+30.8pp |
| Annual return | 13.41% | 135.09%-121.7pp | 420.17%-406.8pp | 35.66%-22.2pp |
| Employer contribution / active EE | $1,965 | $3,717-47.1% | $4,933-60.2% | $2,757-28.7% |
| Participant deferral / active EE | $9,583 | $6,651+44.1% | $8,066+18.8% | $4,299+122.9% |
| Admin fee / account holder | $9,201 | $7,951+15.7% | $12,989-29.2% | $6,924+32.9% |