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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 | $231,277 | $124,425+85.9% | $112,040+106.4% | $137,256+68.5% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 16.34% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $3,710 | $3,411+8.7% | $2,954+25.6% | $4,156-10.7% |
| Participant deferral / active EE | $7,942 | $5,718+38.9% | $5,098+55.8% | $6,407+24.0% |
| Admin fee / account holder | $1,575 | $15,207-89.6% | $12,098-87.0% | $12,270-87.2% |