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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 | $407,956-43.2% | $299,830-22.8% | $198,609+16.6% |
| Participation rate | 95.5% | 83.3%+12.1pp | 78.5%+16.9pp | 82.4%+13.1pp |
| Annual return | 14.89% | 6.66%+8.2pp | 10.58%+4.3pp | 202.70%-187.8pp |
| Employer contribution / active EE | $4,197 | $7,661-45.2% | $5,842-28.2% | $5,055-17.0% |
| Participant deferral / active EE | $9,237 | $8,628+7.1% | $7,038+31.3% | $6,977+32.4% |
| Admin fee / account holder | $41,954 | $73,031-42.6% | $50,982-17.7% | $19,030+120.5% |