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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 | $136,860+29.0% | $120,344+46.7% | $154,746+14.1% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | 12.08% | 21.38%-9.3pp | 20.30%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $5,842 | $3,533+65.3% | $3,020+93.4% | $4,379+33.4% |
| Participant deferral / active EE | $6,355 | $5,793+9.7% | $5,135+23.8% | $6,730-5.6% |
| Admin fee / account holder | $67,321 | $15,393+337.4% | $12,742+428.4% | $14,365+368.6% |