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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 | $103,164+85.1% | $90,259+111.6% | $154,746+23.4% |
| Participation rate | 71.4% | 76.1%-4.7pp | 70.7%+0.7pp | 80.7%-9.3pp |
| Annual return | 10.51% | 19.25%-8.7pp | 18.88%-8.4pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,471 | $2,532+37.1% | $2,291+51.5% | $4,379-20.7% |
| Participant deferral / active EE | $8,850 | $4,422+100.2% | $3,827+131.3% | $6,730+31.5% |
| Admin fee / account holder | $102,121 | $8,593+1088.4% | $7,267+1305.2% | $14,365+610.9% |