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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 | $212,212 | $132,099+60.6% | $115,599+83.6% | $138,895+52.8% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.3%+15.7pp | 79.9%+10.1pp |
| Annual return | 14.73% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $3,290 | $3,416-3.7% | $2,955+11.3% | $4,194-21.6% |
| Participant deferral / active EE | $8,972 | $5,617+59.7% | $4,889+83.5% | $6,396+40.3% |
| Admin fee / account holder | $8,879 | $15,650-43.3% | $12,841-30.8% | $12,562-29.3% |