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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 | $138,312+41.9% | $122,979+59.6% | $155,188+26.5% |
| Participation rate | 88.2% | 80.2%+8.0pp | 77.2%+11.0pp | 80.8%+7.4pp |
| Annual return | 10.41% | 22.06%-11.7pp | 20.12%-9.7pp | 148.84%-138.4pp |
| Employer contribution / active EE | $2,429 | $3,530-31.2% | $3,062-20.7% | $4,248-42.8% |
| Participant deferral / active EE | $9,682 | $5,592+73.1% | $5,003+93.5% | $6,531+48.2% |
| Admin fee / account holder | $67,769 | $15,089+349.1% | $12,864+426.8% | $14,480+368.0% |