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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 | $243,508 | $161,352+50.9% | $134,172+81.5% | $137,256+77.4% |
| Participation rate | 88.2% | 78.3%+10.0pp | 72.5%+15.8pp | 80.0%+8.3pp |
| Annual return | 14.51% | 28.72%-14.2pp | 25.30%-10.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,756 | $4,099-8.4% | $3,420+9.8% | $4,156-9.6% |
| Participant deferral / active EE | $13,846 | $5,552+149.4% | $4,690+195.2% | $6,407+116.1% |
| Admin fee / account holder | $50,544 | $15,028+236.3% | $12,016+320.6% | $12,270+311.9% |