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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 | $188,849 | $110,410+71.0% | $102,437+84.4% | $145,897+29.4% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 9.12% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $10,959 | $4,217+159.9% | $3,871+183.1% | $4,663+135.0% |
| Participant deferral / active EE | $9,662 | $5,622+71.9% | $5,060+90.9% | $6,689+44.4% |
| Admin fee / account holder | $8,959 | $9,745-8.1% | $8,388+6.8% | $13,390-33.1% |