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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 | $242,997 | $177,595+36.8% | $148,496+63.6% | $198,609+22.3% |
| Participation rate | 92.9% | 79.3%+13.6pp | 76.0%+16.8pp | 82.4%+10.5pp |
| Annual return | 15.47% | 9.97%+5.5pp | 12.33%+3.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $2,279 | $4,098-44.4% | $3,497-34.8% | $5,055-54.9% |
| Participant deferral / active EE | $4,422 | $5,539-20.2% | $4,808-8.0% | $6,977-36.6% |
| Admin fee / account holder | $8,360 | $27,010-69.1% | $19,547-57.2% | $19,030-56.1% |