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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 | $139,948+73.6% | $121,663+99.7% | $154,746+57.0% |
| Participation rate | 92.9% | 78.0%+14.8pp | 74.5%+18.4pp | 80.7%+12.2pp |
| Annual return | 15.47% | 230.52%-215.0pp | 147.54%-132.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $2,279 | $3,521-35.3% | $3,020-24.5% | $4,379-48.0% |
| Participant deferral / active EE | $4,422 | $5,629-21.4% | $4,887-9.5% | $6,730-34.3% |
| Admin fee / account holder | $8,360 | $17,321-51.7% | $14,289-41.5% | $14,365-41.8% |