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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 | $198,317 | $97,125+104.2% | $86,233+130.0% | $137,256+44.5% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.0%+14.3pp | 80.0%+3.4pp |
| Annual return | 21.86% | 74.19%-52.3pp | 61.39%-39.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,453 | $2,841-13.7% | $2,504-2.0% | $4,156-41.0% |
| Participant deferral / active EE | $6,967 | $5,180+34.5% | $4,559+52.8% | $6,407+8.7% |
| Admin fee / account holder | $112,060 | $9,725+1052.3% | $8,342+1243.3% | $12,270+813.3% |