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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 | $194,709 | $115,225+69.0% | $100,712+93.3% | $138,895+40.2% |
| Participation rate | 92.3% | 74.3%+18.0pp | 69.3%+23.0pp | 79.9%+12.4pp |
| Annual return | 14.33% | 40.35%-26.0pp | 33.27%-18.9pp | 145.39%-131.1pp |
| Employer contribution / active EE | $4,241 | $2,771+53.0% | $2,313+83.4% | $4,194+1.1% |
| Participant deferral / active EE | $9,068 | $4,699+93.0% | $4,085+122.0% | $6,396+41.8% |
| Admin fee / account holder | $4,054 | $10,844-62.6% | $9,256-56.2% | $12,562-67.7% |