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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 | $196,241 | $167,415+17.2% | $140,514+39.7% | $198,609-1.2% |
| Participation rate | 88.2% | 80.9%+7.4pp | 77.8%+10.4pp | 82.4%+5.9pp |
| Annual return | 10.41% | 13.85%-3.4pp | 14.36%-3.9pp | 202.70%-192.3pp |
| Employer contribution / active EE | $2,429 | $4,088-40.6% | $3,378-28.1% | $5,055-52.0% |
| Participant deferral / active EE | $9,682 | $5,579+73.5% | $4,919+96.9% | $6,977+38.8% |
| Admin fee / account holder | $67,769 | $16,730+305.1% | $13,697+394.8% | $19,030+256.1% |