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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 | $199,634 | $131,835+51.4% | $108,582+83.9% | $273,970-27.1% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.6%+15.7pp | 83.0%+12.2pp |
| Annual return | 8.35% | -91.57%+99.9pp | -51.70%+60.0pp | 41.46%-33.1pp |
| Employer contribution / active EE | $4,536 | $4,913-7.7% | $3,758+20.7% | $4,869-6.8% |
| Participant deferral / active EE | $10,811 | $5,127+110.9% | $4,311+150.8% | $5,287+104.5% |
| Admin fee / account holder | $4,608 | $10,253-55.1% | $7,645-39.7% | $10,132-54.5% |