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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 | $185,683 | $87,733+111.6% | $106,554+74.3% | $85,851+116.3% |
| Participation rate | 91.0% | 71.9%+19.1pp | 76.1%+14.9pp | 69.3%+21.7pp |
| Annual return | 15.13% | 21.86%-6.7pp | 26.80%-11.7pp | 318.63%-303.5pp |
| Employer contribution / active EE | $3,069 | $2,073+48.1% | $2,819+8.9% | $2,565+19.6% |
| Participant deferral / active EE | $8,806 | $3,469+153.8% | $4,398+100.2% | $3,952+122.8% |
| Admin fee / account holder | $21,993 | $6,767+225.0% | $7,408+196.9% | $6,261+251.3% |