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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 | $173,257 | $118,869+45.8% | $96,575+79.4% | $167,518+3.4% |
| Participation rate | 91.3% | 75.5%+15.8pp | 69.8%+21.5pp | 82.1%+9.2pp |
| Annual return | 8.44% | 50.49%-42.1pp | 37.79%-29.3pp | 478.71%-470.3pp |
| Employer contribution / active EE | $3,676 | $3,120+17.8% | $2,357+56.0% | $4,838-24.0% |
| Participant deferral / active EE | $6,761 | $4,616+46.5% | $3,849+75.7% | $6,342+6.6% |
| Admin fee / account holder | $10,078 | $8,067+24.9% | $6,182+63.0% | $12,312-18.1% |