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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 | $149,704 | $104,251+43.6% | $91,004+64.5% | $147,586+1.4% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 14.24% | 27.06%-12.8pp | 4.60%+9.6pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,776 | $3,116-43.0% | $2,456-27.7% | $4,876-63.6% |
| Participant deferral / active EE | $6,732 | $4,195+60.5% | $3,548+89.8% | $5,439+23.8% |
| Admin fee / account holder | $5,616 | $8,948-37.2% | $5,417+3.7% | $10,886-48.4% |