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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 | $182,665 | $100,262+82.2% | $81,370+124.5% | $145,897+25.2% |
| Participation rate | 88.2% | 74.3%+14.0pp | 69.5%+18.7pp | 80.3%+7.9pp |
| Annual return | 11.38% | 34.52%-23.1pp | 24.85%-13.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $9,233 | $2,979+210.0% | $2,464+274.7% | $4,663+98.0% |
| Participant deferral / active EE | $7,999 | $4,612+73.4% | $3,885+105.9% | $6,689+19.6% |
| Admin fee / account holder | $2,415 | $8,163-70.4% | $5,749-58.0% | $13,390-82.0% |