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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 | $232,227 | $127,387+82.3% | $115,038+101.9% | $125,389+85.2% |
| Participation rate | 95.5% | 84.2%+11.3pp | 81.4%+14.1pp | 83.2%+12.3pp |
| Annual return | 1.38% | 31.28%-29.9pp | 26.14%-24.8pp | 282.24%-280.9pp |
| Employer contribution / active EE | $3,755 | $5,166-27.3% | $4,608-18.5% | $4,866-22.8% |
| Participant deferral / active EE | $9,684 | $6,423+50.8% | $6,026+60.7% | $5,352+81.0% |
| Admin fee / account holder | $10,896 | $9,516+14.5% | $8,175+33.3% | $9,541+14.2% |