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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 | $184,341 | $139,948+31.7% | $121,663+51.5% | $154,746+19.1% |
| Participation rate | 88.9% | 78.0%+10.9pp | 74.5%+14.4pp | 80.7%+8.2pp |
| Annual return | 19.69% | 230.52%-210.8pp | 147.54%-127.9pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,991 | $3,521+13.3% | $3,020+32.1% | $4,379-8.9% |
| Participant deferral / active EE | $12,299 | $5,629+118.5% | $4,887+151.7% | $6,730+82.7% |
| Admin fee / account holder | $44,774 | $17,321+158.5% | $14,289+213.3% | $14,365+211.7% |