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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 | $200,666 | $117,895+70.2% | $102,460+95.8% | $145,897+37.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 9.69% | 31.92%-22.2pp | 29.47%-19.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $2,543 | $3,619-29.7% | $3,025-15.9% | $4,663-45.5% |
| Participant deferral / active EE | $6,205 | $5,736+8.2% | $5,056+22.7% | $6,689-7.2% |
| Admin fee / account holder | $91,253 | $13,353+583.4% | $9,460+864.6% | $13,390+581.5% |