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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 | $100,147+82.4% | $81,286+124.7% | $145,877+25.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.5%+18.7pp | 80.3%+7.9pp |
| Annual return | 11.38% | 34.44%-23.1pp | 24.80%-13.4pp | 551.28%-539.9pp |
| Employer contribution / active EE | $9,233 | $2,977+210.1% | $2,463+274.9% | $4,663+98.0% |
| Participant deferral / active EE | $7,999 | $4,607+73.6% | $3,883+106.0% | $6,691+19.6% |
| Admin fee / account holder | $2,415 | $8,201-70.6% | $5,764-58.1% | $13,402-82.0% |