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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 | $181,003 | $112,729+60.6% | $98,716+83.4% | $137,256+31.9% |
| Participation rate | 78.6% | 74.2%+4.3pp | 69.3%+9.3pp | 80.0%-1.4pp |
| Annual return | 10.45% | 38.48%-28.0pp | 31.81%-21.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,403 | $2,725-11.8% | $2,279+5.4% | $4,156-42.2% |
| Participant deferral / active EE | $8,467 | $4,640+82.5% | $4,048+109.2% | $6,407+32.2% |
| Admin fee / account holder | $172,278 | $10,129+1600.9% | $8,703+1879.6% | $12,270+1304.0% |