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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 | $221,897 | $127,386+74.2% | $115,037+92.9% | $125,393+77.0% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | 9.58% | 31.28%-21.7pp | 26.14%-16.6pp | 282.23%-272.7pp |
| Employer contribution / active EE | $23,845 | $5,166+361.6% | $4,608+417.5% | $4,866+390.0% |
| Participant deferral / active EE | $15,742 | $6,423+145.1% | $6,026+161.2% | $5,351+194.2% |
| Admin fee / account holder | $101,944 | $9,516+971.3% | $8,175+1147.0% | $9,541+968.5% |