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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 | $181,559 | $103,949+74.7% | $69,182+162.4% | $273,972-33.7% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 10.99% | 35.28%-24.3pp | -21.93%+32.9pp | 41.46%-30.5pp |
| Employer contribution / active EE | $15,518 | $1,783+770.3% | $1,206+1186.5% | $4,869+218.7% |
| Participant deferral / active EE | $13,658 | $2,716+402.8% | $1,897+620.0% | $5,287+158.3% |
| Admin fee / account holder | $28,069 | $3,671+664.7% | $2,697+940.8% | $10,133+177.0% |