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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 | $187,739 | $210,510-10.8% | $153,500+22.3% | $145,877+28.7% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 13.77% | 13.45%+0.3pp | 15.70%-1.9pp | 551.28%-537.5pp |
| Employer contribution / active EE | $2,762 | $6,052-54.4% | $5,039-45.2% | $4,663-40.8% |
| Participant deferral / active EE | $7,781 | $7,974-2.4% | $6,756+15.2% | $6,691+16.3% |
| Admin fee / account holder | $9,245 | $19,455-52.5% | $12,736-27.4% | $13,402-31.0% |