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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 | $124,425+48.3% | $112,040+64.7% | $137,256+34.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 11.82% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,325 | $3,411-31.8% | $2,954-21.3% | $4,156-44.1% |
| Participant deferral / active EE | $7,578 | $5,718+32.5% | $5,098+48.7% | $6,407+18.3% |
| Admin fee / account holder | $38,805 | $15,207+155.2% | $12,098+220.8% | $12,270+216.3% |