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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 | $117,859+33.1% | $102,438+53.1% | $145,959+7.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.24% | 31.72%-22.5pp | 29.37%-20.1pp | 561.95%-552.7pp |
| Employer contribution / active EE | $7,738 | $3,615+114.0% | $3,024+155.9% | $4,661+66.0% |
| Participant deferral / active EE | $6,102 | $5,732+6.4% | $5,054+20.7% | $6,689-8.8% |
| Admin fee / account holder | $3,029 | $13,318-77.3% | $9,448-67.9% | $13,398-77.4% |