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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 | $153,702 | $118,877+29.3% | $96,570+59.2% | $167,536-8.3% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 10.62% | 50.50%-39.9pp | 37.79%-27.2pp | 478.82%-468.2pp |
| Employer contribution / active EE | $867 | $3,121-72.2% | $2,357-63.2% | $4,839-82.1% |
| Participant deferral / active EE | $6,939 | $4,617+50.3% | $3,849+80.3% | $6,342+9.4% |
| Admin fee / account holder | $9,885 | $8,069+22.5% | $6,182+59.9% | $12,315-19.7% |