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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 | $158,460 | $87,166+81.8% | $76,735+106.5% | $137,256+15.4% |
| Participation rate | 94.1% | 74.4%+19.8pp | 69.5%+24.6pp | 80.0%+14.2pp |
| Annual return | 16.27% | 26.50%-10.2pp | 29.77%-13.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $3,372 | $2,904+16.1% | $2,454+37.4% | $4,156-18.9% |
| Participant deferral / active EE | $7,306 | $4,726+54.6% | $4,088+78.7% | $6,407+14.0% |
| Admin fee / account holder | $120,458 | $8,403+1333.5% | $7,189+1575.5% | $12,270+881.7% |