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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 | $203,010 | $110,379+83.9% | $102,412+98.2% | $145,884+39.2% |
| Participation rate | 92.9% | 77.9%+14.9pp | 74.5%+18.4pp | 80.3%+12.6pp |
| Annual return | 11.65% | 24.84%-13.2pp | 24.94%-13.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $2,958 | $4,216-29.8% | $3,870-23.6% | $4,662-36.6% |
| Participant deferral / active EE | $9,722 | $5,622+72.9% | $5,060+92.1% | $6,690+45.3% |
| Admin fee / account holder | $5,446 | $9,745-44.1% | $8,388-35.1% | $13,392-59.3% |