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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 | $185,052 | $134,817+37.3% | $123,973+49.3% | $155,188+19.2% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.7%+12.2pp | 80.8%+8.1pp |
| Annual return | 11.12% | 515.49%-504.4pp | 388.13%-377.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,901 | $4,425-57.0% | $4,126-53.9% | $4,248-55.2% |
| Participant deferral / active EE | $3,362 | $5,706-41.1% | $5,247-35.9% | $6,531-48.5% |
| Admin fee / account holder | $8,338 | $13,245-37.0% | $11,799-29.3% | $14,480-42.4% |