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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 | $183,746 | $101,618+80.8% | $93,063+97.4% | $137,256+33.9% |
| Participation rate | 76.9% | 74.9%+2.0pp | 72.1%+4.8pp | 80.0%-3.0pp |
| Annual return | 12.17% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $8,761 | $2,707+223.6% | $2,476+253.8% | $4,156+110.8% |
| Participant deferral / active EE | $8,989 | $4,279+110.1% | $3,958+127.1% | $6,407+40.3% |
| Admin fee / account holder | $3,507 | $6,198-43.4% | $6,033-41.9% | $12,270-71.4% |