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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 | $176,543 | $124,425+41.9% | $112,040+57.6% | $137,256+28.6% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 12.08% | 24.72%-12.6pp | 24.52%-12.4pp | 220.34%-208.3pp |
| Employer contribution / active EE | $5,842 | $3,411+71.2% | $2,954+97.8% | $4,156+40.6% |
| Participant deferral / active EE | $6,355 | $5,718+11.1% | $5,098+24.7% | $6,407-0.8% |
| Admin fee / account holder | $67,321 | $15,207+342.7% | $12,098+456.5% | $12,270+448.7% |