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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 | $225,151 | $176,786+27.4% | $146,643+53.5% | $167,536+34.4% |
| Participation rate | 95.5% | 83.6%+11.8pp | 80.1%+15.4pp | 82.1%+13.3pp |
| Annual return | 13.58% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.2pp |
| Employer contribution / active EE | $2,868 | $5,161-44.4% | $4,137-30.7% | $4,839-40.7% |
| Participant deferral / active EE | $3,228 | $6,440-49.9% | $5,506-41.4% | $6,342-49.1% |
| Admin fee / account holder | $4,631 | $13,262-65.1% | $10,280-55.0% | $12,315-62.4% |