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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 | $207,921 | $105,960+96.2% | $81,726+154.4% | $158,982+30.8% |
| Participation rate | 95.0% | 75.6%+19.4pp | 72.0%+23.0pp | 82.0%+13.0pp |
| Annual return | 7.12% | 38.19%-31.1pp | 29.49%-22.4pp | 302.99%-295.9pp |
| Employer contribution / active EE | $2,672 | $7,805-65.8% | $4,311-38.0% | $4,763-43.9% |
| Participant deferral / active EE | $12,178 | $13,011-6.4% | $7,108+71.3% | $5,983+103.5% |
| Admin fee / account holder | $128,383 | $8,494+1411.4% | $5,160+2388.0% | $11,252+1041.0% |