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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 | $243,229 | $117,829+106.4% | $102,423+137.5% | $145,877+66.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 9.09% | 31.83%-22.7pp | 29.42%-20.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $11,479 | $3,615+217.6% | $3,023+279.7% | $4,663+146.2% |
| Participant deferral / active EE | $6,142 | $5,732+7.1% | $5,054+21.5% | $6,691-8.2% |
| Admin fee / account holder | $1,458 | $13,335-89.1% | $9,455-84.6% | $13,402-89.1% |