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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 | $245,379 | $315,200-22.2% | $238,191+3.0% | $155,188+58.1% |
| Participation rate | 91.7% | 82.6%+9.1pp | 77.1%+14.6pp | 80.8%+10.9pp |
| Annual return | 17.42% | 10.25%+7.2pp | 13.02%+4.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $3,423 | $6,383-46.4% | $5,082-32.6% | $4,248-19.4% |
| Participant deferral / active EE | $13,180 | $8,044+63.8% | $6,726+96.0% | $6,531+101.8% |
| Admin fee / account holder | $5,013 | $48,031-89.6% | $34,582-85.5% | $14,480-65.4% |