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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 | $201,200 | $127,790+57.4% | $106,555+88.8% | $167,536+20.1% |
| Participation rate | 93.3% | 78.3%+15.1pp | 76.1%+17.2pp | 82.1%+11.2pp |
| Annual return | 8.79% | 33.88%-25.1pp | 26.80%-18.0pp | 478.82%-470.0pp |
| Employer contribution / active EE | $3,735 | $3,428+9.0% | $2,819+32.5% | $4,839-22.8% |
| Participant deferral / active EE | $6,871 | $5,088+35.0% | $4,399+56.2% | $6,342+8.3% |
| Admin fee / account holder | $84,264 | $11,229+650.4% | $7,408+1037.5% | $12,315+584.3% |