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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 | $240,525 | $116,203+107.0% | $93,621+156.9% | $152,909+57.3% |
| Participation rate | 84.6% | 78.1%+6.6pp | 75.8%+8.8pp | 82.5%+2.2pp |
| Annual return | 17.48% | 35.96%-18.5pp | 32.76%-15.3pp | 345.46%-328.0pp |
| Employer contribution / active EE | $3,365 | $3,219+4.5% | $2,719+23.8% | $4,764-29.4% |
| Participant deferral / active EE | $9,314 | $4,605+102.3% | $4,070+128.9% | $5,851+59.2% |
| Admin fee / account holder | $112,706 | $10,751+948.4% | $7,890+1328.5% | $11,601+871.5% |