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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 | $185,141+31.5% | $153,416+58.7% | $155,188+56.9% |
| Participation rate | 88.2% | 79.9%+8.3pp | 74.3%+13.9pp | 80.8%+7.4pp |
| Annual return | 14.51% | 18.72%-4.2pp | 17.84%-3.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $3,756 | $4,489-16.3% | $3,764-0.2% | $4,248-11.6% |
| Participant deferral / active EE | $13,846 | $5,477+152.8% | $4,723+193.1% | $6,531+112.0% |
| Admin fee / account holder | $50,544 | $16,005+215.8% | $13,095+286.0% | $14,480+249.1% |