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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 | $188,911 | $110,410+71.1% | $102,437+84.4% | $145,897+29.5% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 10.13% | 24.85%-14.7pp | 24.95%-14.8pp | 552.29%-542.2pp |
| Employer contribution / active EE | $10,804 | $4,217+156.2% | $3,871+179.1% | $4,663+131.7% |
| Participant deferral / active EE | $5,473 | $5,622-2.6% | $5,060+8.2% | $6,689-18.2% |
| Admin fee / account holder | $4,558 | $9,745-53.2% | $8,388-45.7% | $13,390-66.0% |