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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 | $198,263 | $111,814+77.3% | $103,374+91.8% | $145,959+35.8% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.18% | 24.77%-7.6pp | 24.89%-7.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $11,221 | $4,214+166.3% | $3,869+190.0% | $4,661+140.8% |
| Participant deferral / active EE | $9,184 | $5,618+63.5% | $5,058+81.6% | $6,689+37.3% |
| Admin fee / account holder | $3,222 | $9,754-67.0% | $8,394-61.6% | $13,398-75.9% |