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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 | $155,090 | $102,429+51.4% | $147,096+5.4% | $80,925+91.6% |
| Participation rate | 81.1% | 75.9%+5.3pp | 82.2%-1.0pp | 67.7%+13.5pp |
| Annual return | 14.19% | 135.02%-120.8pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,509 | $3,716-59.4% | $4,936-69.4% | $2,756-45.2% |
| Participant deferral / active EE | $6,852 | $6,649+3.1% | $8,071-15.1% | $4,299+59.4% |
| Admin fee / account holder | $20,417 | $7,957+156.6% | $13,005+57.0% | $6,940+194.2% |