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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 | $245,228 | $138,312+77.3% | $122,979+99.4% | $155,188+58.0% |
| Participation rate | 94.4% | 80.2%+14.2pp | 77.2%+17.3pp | 80.8%+13.6pp |
| Annual return | 9.30% | 22.06%-12.8pp | 20.12%-10.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $7,649 | $3,530+116.7% | $3,062+149.8% | $4,248+80.1% |
| Participant deferral / active EE | $4,060 | $5,592-27.4% | $5,003-18.9% | $6,531-37.8% |
| Admin fee / account holder | $85,004 | $15,089+463.3% | $12,864+560.8% | $14,480+487.1% |