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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 | $187,124 | $78,670+137.9% | $109,173+71.4% | $85,847+118.0% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 16.96% | 25.09%-8.1pp | 25.75%-8.8pp | 318.61%-301.6pp |
| Employer contribution / active EE | $2,432 | $2,734-11.1% | $3,723-34.7% | $2,565-5.2% |
| Participant deferral / active EE | $7,786 | $3,467+124.5% | $4,654+67.3% | $3,952+97.0% |
| Admin fee / account holder | $10,574 | $5,469+93.3% | $6,755+56.5% | $6,261+68.9% |