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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 | $212,768 | $117,846+80.5% | $102,434+107.7% | $145,884+45.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 76.5%+11.7pp | 80.3%+7.9pp |
| Annual return | 9.70% | 31.90%-22.2pp | 29.46%-19.8pp | 551.85%-542.1pp |
| Employer contribution / active EE | $4,156 | $3,615+15.0% | $3,023+37.5% | $4,662-10.9% |
| Participant deferral / active EE | $9,662 | $5,733+68.5% | $5,055+91.1% | $6,690+44.4% |
| Admin fee / account holder | $142,128 | $13,356+964.2% | $9,462+1402.1% | $13,392+961.3% |