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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 | $152,668 | $104,251+46.4% | $91,004+67.8% | $147,586+3.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 9.42% | 27.06%-17.6pp | 4.60%+4.8pp | 578.59%-569.2pp |
| Employer contribution / active EE | $8,240 | $3,116+164.5% | $2,456+235.6% | $4,876+69.0% |
| Participant deferral / active EE | $17,792 | $4,195+324.1% | $3,548+401.5% | $5,439+227.1% |
| Admin fee / account holder | $32,114 | $8,948+258.9% | $5,417+492.8% | $10,886+195.0% |