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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 | $199,489 | $122,962+62.2% | $71,585+178.7% | $138,895+43.6% |
| Participation rate | 80.0% | 68.9%+11.1pp | 68.2%+11.8pp | 79.9%+0.1pp |
| Annual return | 11.49% | 37.84%-26.3pp | 59.26%-47.8pp | 145.39%-133.9pp |
| Employer contribution / active EE | $4,269 | $2,620+63.0% | $1,669+155.8% | $4,194+1.8% |
| Participant deferral / active EE | $5,241 | $4,311+21.6% | $2,923+79.3% | $6,396-18.1% |
| Admin fee / account holder | $275,972 | $6,488+4153.5% | $4,712+5757.3% | $12,562+2096.8% |