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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 | $209,284 | $105,856+97.7% | $90,161+132.1% | $147,586+41.8% |
| Participation rate | 89.5% | 79.7%+9.7pp | 76.9%+12.6pp | 82.8%+6.6pp |
| Annual return | 10.81% | 37.63%-26.8pp | 34.89%-24.1pp | 578.59%-567.8pp |
| Employer contribution / active EE | $3,812 | $4,126-7.6% | $3,318+14.9% | $4,876-21.8% |
| Participant deferral / active EE | $2,370 | $5,733-58.7% | $5,287-55.2% | $5,439-56.4% |
| Admin fee / account holder | $15,189 | $8,046+88.8% | $5,943+155.6% | $10,886+39.5% |