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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 | $197,957 | $111,814+77.0% | $103,378+91.5% | $145,978+35.6% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.66% | 24.80%-14.1pp | 24.91%-14.2pp | 550.52%-539.9pp |
| Employer contribution / active EE | $12,240 | $4,215+190.4% | $3,870+216.3% | $4,662+162.6% |
| Participant deferral / active EE | $14,156 | $5,618+152.0% | $5,058+179.9% | $6,690+111.6% |
| Admin fee / account holder | $223,089 | $9,764+2184.8% | $8,401+2555.6% | $13,400+1564.8% |