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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 | $236,784 | $100,262+136.2% | $81,370+191.0% | $145,897+62.3% |
| Participation rate | 83.3% | 74.3%+9.1pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 12.17% | 34.52%-22.4pp | 24.85%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $22,337 | $2,979+649.9% | $2,464+806.6% | $4,663+379.1% |
| Participant deferral / active EE | $9,899 | $4,612+114.6% | $3,885+154.8% | $6,689+48.0% |
| Admin fee / account holder | $372,033 | $8,163+4457.5% | $5,749+6371.0% | $13,390+2678.4% |