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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 | $182,020 | $117,829+54.5% | $102,423+77.7% | $145,877+24.8% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 9.90% | 31.83%-21.9pp | 29.42%-19.5pp | 551.28%-541.4pp |
| Employer contribution / active EE | $12,846 | $3,615+255.4% | $3,023+324.9% | $4,663+175.5% |
| Participant deferral / active EE | $7,890 | $5,732+37.6% | $5,054+56.1% | $6,691+17.9% |
| Admin fee / account holder | $10,395 | $13,335-22.0% | $9,455+10.0% | $13,402-22.4% |