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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 | $117,846+33.1% | $102,434+53.1% | $145,884+7.5% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 9.24% | 31.90%-22.7pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $7,738 | $3,615+114.1% | $3,023+156.0% | $4,662+66.0% |
| Participant deferral / active EE | $6,102 | $5,733+6.4% | $5,055+20.7% | $6,690-8.8% |
| Admin fee / account holder | $3,029 | $13,356-77.3% | $9,462-68.0% | $13,392-77.4% |