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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 | $189,012 | $176,838+6.9% | $146,685+28.9% | $167,518+12.8% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 12.84% | 24.04%-11.2pp | 22.75%-9.9pp | 478.71%-465.9pp |
| Employer contribution / active EE | $10,043 | $5,161+94.6% | $4,137+142.8% | $4,838+107.6% |
| Participant deferral / active EE | $6,741 | $6,441+4.7% | $5,507+22.4% | $6,342+6.3% |
| Admin fee / account holder | $2,602 | $13,262-80.4% | $10,281-74.7% | $12,312-78.9% |