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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 | $187,643 | $124,425+50.8% | $112,040+67.5% | $137,256+36.7% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 12.91% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $4,892 | $3,411+43.4% | $2,954+65.6% | $4,156+17.7% |
| Participant deferral / active EE | $6,507 | $5,718+13.8% | $5,098+27.7% | $6,407+1.6% |
| Admin fee / account holder | $57,697 | $15,207+279.4% | $12,098+376.9% | $12,270+370.2% |