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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 | $231,600 | $239,571-3.3% | $183,328+26.3% | $137,256+68.7% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.1pp | 80.0%+15.5pp |
| Annual return | 14.89% | 35.69%-20.8pp | 29.67%-14.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $4,197 | $6,148-31.7% | $5,055-17.0% | $4,156+1.0% |
| Participant deferral / active EE | $9,237 | $7,995+15.5% | $6,795+35.9% | $6,407+44.2% |
| Admin fee / account holder | $41,954 | $30,059+39.6% | $21,427+95.8% | $12,270+241.9% |