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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 | $187,826 | $86,298+117.6% | $111,308+68.7% | $85,847+118.8% |
| Participation rate | 91.2% | 73.3%+17.8pp | 77.3%+13.9pp | 69.3%+21.9pp |
| Annual return | 11.77% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $3,067 | $2,044+50.1% | $2,732+12.3% | $2,565+19.6% |
| Participant deferral / active EE | $6,526 | $3,641+79.2% | $4,487+45.4% | $3,952+65.1% |
| Admin fee / account holder | $7,405 | $8,189-9.6% | $7,965-7.0% | $6,261+18.3% |