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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 | $189,426 | $70,366+169.2% | $66,674+184.1% | $138,895+36.4% |
| Participation rate | 94.1% | 76.2%+17.9pp | 73.7%+20.4pp | 79.9%+14.2pp |
| Annual return | 24.15% | 386.41%-362.3pp | 321.24%-297.1pp | 145.39%-121.2pp |
| Employer contribution / active EE | $1,296 | $2,765-53.1% | $2,620-50.5% | $4,194-69.1% |
| Participant deferral / active EE | $1,706 | $4,374-61.0% | $4,084-58.2% | $6,396-73.3% |
| Admin fee / account holder | $8,624 | $5,262+63.9% | $5,098+69.2% | $12,562-31.4% |