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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 | $117,904+70.2% | $102,457+95.9% | $145,978+37.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 9.69% | 31.80%-22.1pp | 29.41%-19.7pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,543 | $3,613-29.6% | $3,022-15.9% | $4,662-45.4% |
| Participant deferral / active EE | $6,205 | $5,733+8.2% | $5,054+22.8% | $6,690-7.2% |
| Admin fee / account holder | $91,253 | $13,329+584.6% | $9,451+865.5% | $13,400+581.0% |