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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 | $106,974+78.6% | $90,796+110.4% | $138,895+37.5% |
| Participation rate | 71.4% | 74.9%-3.4pp | 69.5%+1.9pp | 79.9%-8.5pp |
| Annual return | 10.51% | 20.10%-9.6pp | 19.29%-8.8pp | 145.39%-134.9pp |
| Employer contribution / active EE | $3,471 | $2,609+33.1% | $2,294+51.3% | $4,194-17.2% |
| Participant deferral / active EE | $8,850 | $4,455+98.7% | $3,822+131.6% | $6,396+38.4% |
| Admin fee / account holder | $102,121 | $8,626+1083.8% | $7,024+1353.9% | $12,562+712.9% |