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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 | $188,550 | $172,111+9.6% | $150,298+25.5% | $137,256+37.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 11.92% | 69.37%-57.5pp | 62.79%-50.9pp | 220.34%-208.4pp |
| Employer contribution / active EE | $1,826 | $4,636-60.6% | $4,154-56.0% | $4,156-56.1% |
| Participant deferral / active EE | $4,793 | $6,166-22.3% | $5,453-12.1% | $6,407-25.2% |
| Admin fee / account holder | $48,293 | $16,471+193.2% | $14,116+242.1% | $12,270+293.6% |