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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 | $206,334 | $158,852+29.9% | $121,220+70.2% | $135,380+52.4% |
| Participation rate | 90.0% | 79.3%+10.7pp | 71.8%+18.2pp | 82.6%+7.4pp |
| Annual return | 10.89% | -0.64%+11.5pp | 16.94%-6.0pp | 519.81%-508.9pp |
| Employer contribution / active EE | $834 | $5,666-85.3% | $4,023-79.3% | $4,779-82.5% |
| Participant deferral / active EE | $2,156 | $4,006-46.2% | $3,345-35.5% | $5,609-61.6% |
| Admin fee / account holder | $12,133 | $6,515+86.2% | $5,021+141.6% | $10,828+12.0% |