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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 | $193,502 | $99,079+95.3% | $78,002+148.1% | $273,972-29.4% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 8.30% | 217.93%-209.6pp | 425.99%-417.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $3,393 | $3,308+2.6% | $2,470+37.4% | $4,869-30.3% |
| Participant deferral / active EE | $8,802 | $4,306+104.4% | $3,497+151.7% | $5,287+66.5% |
| Admin fee / account holder | $4,282 | $8,954-52.2% | $5,481-21.9% | $10,133-57.7% |