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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 | $107,296 | $100,901+6.3% | $75,501+42.1% | $147,586-27.3% |
| Participation rate | 90.0% | 77.1%+12.9pp | 72.4%+17.6pp | 82.8%+7.2pp |
| Annual return | 10.50% | 35.78%-25.3pp | 27.35%-16.9pp | 578.59%-568.1pp |
| Employer contribution / active EE | $4,524 | $3,253+39.0% | $2,352+92.3% | $4,876-7.2% |
| Participant deferral / active EE | $4,093 | $4,027+1.6% | $3,142+30.3% | $5,439-24.7% |
| Admin fee / account holder | $56,022 | $11,285+396.4% | $5,801+865.8% | $10,886+414.6% |