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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 | $234,331 | $86,288+171.6% | $111,306+110.5% | $85,851+172.9% |
| Participation rate | 78.8% | 73.3%+5.5pp | 77.3%+1.5pp | 69.3%+9.5pp |
| Annual return | 14.47% | 19.99%-5.5pp | 54.67%-40.2pp | 318.63%-304.2pp |
| Employer contribution / active EE | $2,505 | $2,044+22.6% | $2,732-8.3% | $2,565-2.3% |
| Participant deferral / active EE | $6,290 | $3,641+72.7% | $4,488+40.2% | $3,952+59.1% |
| Admin fee / account holder | $62,267 | $8,189+660.4% | $7,966+681.7% | $6,261+894.5% |