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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 | $162,252 | $117,846+37.7% | $102,434+58.4% | $145,884+11.2% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 9.15% | 31.90%-22.8pp | 29.46%-20.3pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,846 | $3,615-48.9% | $3,023-38.9% | $4,662-60.4% |
| Participant deferral / active EE | $3,234 | $5,733-43.6% | $5,055-36.0% | $6,690-51.6% |
| Admin fee / account holder | $26,360 | $13,356+97.4% | $9,462+178.6% | $13,392+96.8% |