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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 | $182,115 | $103,164+76.5% | $90,259+101.8% | $154,746+17.7% |
| Participation rate | 81.0% | 76.1%+4.9pp | 70.7%+10.2pp | 80.7%+0.3pp |
| Annual return | 11.70% | 19.25%-7.6pp | 18.88%-7.2pp | 172.34%-160.6pp |
| Employer contribution / active EE | $3,210 | $2,532+26.8% | $2,291+40.1% | $4,379-26.7% |
| Participant deferral / active EE | $7,236 | $4,422+63.6% | $3,827+89.1% | $6,730+7.5% |
| Admin fee / account holder | $190,408 | $8,593+2115.8% | $7,267+2520.1% | $14,365+1225.5% |