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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 | $191,007 | $102,245+86.8% | $89,340+113.8% | $137,256+39.2% |
| Participation rate | 71.4% | 74.9%-3.5pp | 69.6%+1.9pp | 80.0%-8.5pp |
| Annual return | 10.51% | 21.89%-11.4pp | 20.57%-10.1pp | 220.34%-209.8pp |
| Employer contribution / active EE | $3,471 | $2,529+37.2% | $2,231+55.6% | $4,156-16.5% |
| Participant deferral / active EE | $8,850 | $4,436+99.5% | $3,823+131.5% | $6,407+38.1% |
| Admin fee / account holder | $102,121 | $8,085+1163.0% | $6,704+1423.4% | $12,270+732.3% |