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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 | $108,911+68.5% | $100,392+82.8% | $145,884+25.8% |
| Participation rate | 86.7% | 83.0%+3.7pp | 81.5%+5.2pp | 80.3%+6.4pp |
| Annual return | 11.13% | 58.23%-47.1pp | 49.45%-38.3pp | 551.85%-540.7pp |
| Employer contribution / active EE | $1,245 | $4,420-71.8% | $3,941-68.4% | $4,662-73.3% |
| Participant deferral / active EE | $7,736 | $8,459-8.5% | $8,090-4.4% | $6,690+15.6% |
| Admin fee / account holder | $21,388 | $9,698+120.5% | $7,904+170.6% | $13,392+59.7% |