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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 | $182,355 | $154,209+18.3% | $130,062+40.2% | $139,487+30.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 31.41% | 32.52%-1.1pp | -137.37%+168.8pp | 373.84%-342.4pp |
| Employer contribution / active EE | $3,724 | $5,292-29.6% | $4,322-13.8% | $4,755-21.7% |
| Participant deferral / active EE | $8,498 | $6,709+26.7% | $5,821+46.0% | $6,713+26.6% |
| Admin fee / account holder | $27,555 | $13,988+97.0% | $10,601+159.9% | $11,407+141.6% |