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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 | $184,573 | $136,860+34.9% | $120,344+53.4% | $154,746+19.3% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 11.82% | 21.38%-9.6pp | 20.30%-8.5pp | 172.34%-160.5pp |
| Employer contribution / active EE | $2,325 | $3,533-34.2% | $3,020-23.0% | $4,379-46.9% |
| Participant deferral / active EE | $7,578 | $5,793+30.8% | $5,135+47.6% | $6,730+12.6% |
| Admin fee / account holder | $38,805 | $15,393+152.1% | $12,742+204.6% | $14,365+170.1% |