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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 | $179,241 | $104,251+71.9% | $91,004+97.0% | $147,586+21.4% |
| Participation rate | 88.2% | 78.2%+10.0pp | 75.6%+12.6pp | 82.8%+5.4pp |
| Annual return | 17.01% | 27.06%-10.0pp | 4.60%+12.4pp | 578.59%-561.6pp |
| Employer contribution / active EE | $2,345 | $3,116-24.7% | $2,456-4.5% | $4,876-51.9% |
| Participant deferral / active EE | $4,289 | $4,195+2.2% | $3,548+20.9% | $5,439-21.1% |
| Admin fee / account holder | $456 | $8,948-94.9% | $5,417-91.6% | $10,886-95.8% |