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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 | $181,893 | $140,592+29.4% | $123,105+47.8% | $125,389+45.1% |
| Participation rate | 89.5% | 88.2%+1.3pp | 86.8%+2.7pp | 83.2%+6.3pp |
| Annual return | 3.54% | 16.80%-13.3pp | 13.22%-9.7pp | 282.24%-278.7pp |
| Employer contribution / active EE | $30,762 | $6,041+409.2% | $5,151+497.2% | $4,866+532.2% |
| Participant deferral / active EE | $14,568 | $6,980+108.7% | $6,229+133.9% | $5,352+172.2% |
| Admin fee / account holder | $22,032 | $11,198+96.8% | $9,014+144.4% | $9,541+130.9% |