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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 | $211,999 | $148,629+42.6% | $135,982+55.9% | $139,487+52.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 12.80% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $3,293 | $5,247-37.2% | $4,859-32.2% | $4,755-30.7% |
| Participant deferral / active EE | $6,775 | $8,102-16.4% | $7,760-12.7% | $6,713+0.9% |
| Admin fee / account holder | $56,395 | $12,406+354.6% | $10,767+423.8% | $11,407+394.4% |