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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 | $151,170 | $110,240+37.1% | $96,544+56.6% | $139,487+8.4% |
| Participation rate | 95.5% | 78.1%+17.3pp | 76.0%+19.5pp | 80.3%+15.1pp |
| Annual return | 11.20% | 26.41%-15.2pp | 25.88%-14.7pp | 373.84%-362.6pp |
| Employer contribution / active EE | $1,654 | $3,622-54.3% | $2,966-44.2% | $4,755-65.2% |
| Participant deferral / active EE | $5,444 | $5,549-1.9% | $4,851+12.2% | $6,713-18.9% |
| Admin fee / account holder | $77,115 | $11,602+564.6% | $8,254+834.2% | $11,407+576.0% |