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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 | $215,139 | $112,729+90.8% | $98,716+117.9% | $137,256+56.7% |
| Participation rate | 84.2% | 74.2%+10.0pp | 69.3%+14.9pp | 80.0%+4.3pp |
| Annual return | 12.23% | 38.48%-26.3pp | 31.81%-19.6pp | 220.34%-208.1pp |
| Employer contribution / active EE | $2,948 | $2,725+8.2% | $2,279+29.4% | $4,156-29.1% |
| Participant deferral / active EE | $5,700 | $4,640+22.8% | $4,048+40.8% | $6,407-11.0% |
| Admin fee / account holder | $8,386 | $10,129-17.2% | $8,703-3.6% | $12,270-31.7% |