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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 | $183,545 | $108,897+68.5% | $100,378+82.9% | $145,877+25.8% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 11.13% | 58.17%-47.0pp | 49.41%-38.3pp | 551.28%-540.2pp |
| Employer contribution / active EE | $1,245 | $4,420-71.8% | $3,942-68.4% | $4,663-73.3% |
| Participant deferral / active EE | $7,736 | $8,455-8.5% | $8,087-4.3% | $6,691+15.6% |
| Admin fee / account holder | $21,388 | $9,690+120.7% | $7,899+170.8% | $13,402+59.6% |