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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 | $212,886 | $102,828+107.0% | $105,387+102.0% | $152,909+39.2% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.6%+9.7pp | 82.5%+9.9pp |
| Annual return | 18.60% | 20.85%-2.2pp | 26.82%-8.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $6,353 | $4,473+42.0% | $4,213+50.8% | $4,764+33.4% |
| Participant deferral / active EE | $10,077 | $5,465+84.4% | $5,502+83.2% | $5,851+72.2% |
| Admin fee / account holder | $20,862 | $8,683+140.3% | $6,559+218.1% | $11,601+79.8% |