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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 | $196,835 | $102,422+92.2% | $147,117+33.8% | $80,959+143.1% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.2pp | 67.7%+28.8pp |
| Annual return | 12.43% | 135.16%-122.7pp | 420.54%-408.1pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,571 | $3,717-3.9% | $4,932-27.6% | $2,757+29.5% |
| Participant deferral / active EE | $5,612 | $6,652-15.6% | $8,065-30.4% | $4,300+30.5% |
| Admin fee / account holder | $20,324 | $7,953+155.5% | $12,993+56.4% | $6,925+193.5% |