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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 | $191,994 | $110,410+73.9% | $102,437+87.4% | $145,897+31.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 11.00% | 24.85%-13.8pp | 24.95%-13.9pp | 552.29%-541.3pp |
| Employer contribution / active EE | $7,403 | $4,217+75.5% | $3,871+91.2% | $4,663+58.8% |
| Participant deferral / active EE | $12,692 | $5,622+125.8% | $5,060+150.8% | $6,689+89.7% |
| Admin fee / account holder | $11,024 | $9,745+13.1% | $8,388+31.4% | $13,390-17.7% |