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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 | $117,829+33.1% | $102,423+53.1% | $145,877+7.5% |
| Participation rate | 91.7% | 78.6%+13.1pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.24% | 31.83%-22.6pp | 29.42%-20.2pp | 551.28%-542.0pp |
| Employer contribution / active EE | $7,738 | $3,615+114.1% | $3,023+156.0% | $4,663+65.9% |
| Participant deferral / active EE | $6,102 | $5,732+6.4% | $5,054+20.7% | $6,691-8.8% |
| Admin fee / account holder | $3,029 | $13,335-77.3% | $9,455-68.0% | $13,402-77.4% |