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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 | $177,156+37.5% | $147,027+65.6% | $154,746+57.4% |
| Participation rate | 88.2% | 79.4%+8.9pp | 73.7%+14.5pp | 80.7%+7.5pp |
| Annual return | 14.51% | 21.94%-7.4pp | 20.23%-5.7pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,756 | $4,336-13.4% | $3,626+3.6% | $4,379-14.2% |
| Participant deferral / active EE | $13,846 | $5,797+138.8% | $4,933+180.7% | $6,730+105.7% |
| Admin fee / account holder | $50,544 | $14,904+239.1% | $12,223+313.5% | $14,365+251.8% |