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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 | $192,771 | $124,425+54.9% | $112,040+72.1% | $137,256+40.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.5%-5.1pp | 80.0%-8.5pp |
| Annual return | 13.08% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $7,383 | $3,411+116.4% | $2,954+149.9% | $4,156+77.6% |
| Participant deferral / active EE | $7,774 | $5,718+35.9% | $5,098+52.5% | $6,407+21.3% |
| Admin fee / account holder | $42,963 | $15,207+182.5% | $12,098+255.1% | $12,270+250.1% |