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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 | $244,466 | $105,856+130.9% | $90,161+171.1% | $147,586+65.6% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 19.78% | 37.63%-17.9pp | 34.89%-15.1pp | 578.59%-558.8pp |
| Employer contribution / active EE | $2,098 | $4,126-49.2% | $3,318-36.8% | $4,876-57.0% |
| Participant deferral / active EE | $6,872 | $5,733+19.9% | $5,287+30.0% | $5,439+26.4% |
| Admin fee / account holder | $80,466 | $8,046+900.1% | $5,943+1253.9% | $10,886+639.2% |