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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 | $156,840 | $117,895+33.0% | $102,460+53.1% | $145,897+7.5% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.24% | 31.92%-22.7pp | 29.47%-20.2pp | 552.29%-543.1pp |
| Employer contribution / active EE | $7,738 | $3,619+113.8% | $3,025+155.8% | $4,663+66.0% |
| Participant deferral / active EE | $6,102 | $5,736+6.4% | $5,056+20.7% | $6,689-8.8% |
| Admin fee / account holder | $3,029 | $13,353-77.3% | $9,460-68.0% | $13,390-77.4% |