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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 | $182,314 | $103,393+76.3% | $87,103+109.3% | $152,909+19.2% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 17.30% | 28.10%-10.8pp | 28.19%-10.9pp | 345.46%-328.2pp |
| Employer contribution / active EE | $3,729 | $3,221+15.8% | $2,521+47.9% | $4,764-21.7% |
| Participant deferral / active EE | $5,932 | $4,778+24.1% | $4,049+46.5% | $5,851+1.4% |
| Admin fee / account holder | $16,204 | $12,195+32.9% | $7,491+116.3% | $11,601+39.7% |