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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 | $179,372 | $117,904+52.1% | $102,457+75.1% | $145,978+22.9% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.27% | 31.80%-17.5pp | 29.41%-15.1pp | 550.52%-536.2pp |
| Employer contribution / active EE | $4,086 | $3,613+13.1% | $3,022+35.2% | $4,662-12.3% |
| Participant deferral / active EE | $16,599 | $5,733+189.5% | $5,054+228.4% | $6,690+148.1% |
| Admin fee / account holder | $19,106 | $13,329+43.3% | $9,451+102.2% | $13,400+42.6% |