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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 | $192,944 | $110,337+74.9% | $102,383+88.5% | $145,877+32.3% |
| Participation rate | 95.8% | 77.9%+17.9pp | 74.5%+21.3pp | 80.3%+15.5pp |
| Annual return | 9.12% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $10,959 | $4,216+159.9% | $3,870+183.2% | $4,663+135.0% |
| Participant deferral / active EE | $9,662 | $5,621+71.9% | $5,060+91.0% | $6,691+44.4% |
| Admin fee / account holder | $4,864 | $9,750-50.1% | $8,391-42.0% | $13,402-63.7% |