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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 | $208,242 | $118,496+75.7% | $98,461+111.5% | $139,466+49.3% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 10.19% | 18.96%-8.8pp | 21.17%-11.0pp | 373.66%-363.5pp |
| Employer contribution / active EE | $1,910 | $3,611-47.1% | $3,049-37.4% | $4,754-59.8% |
| Participant deferral / active EE | $5,583 | $5,393+3.5% | $4,738+17.8% | $6,712-16.8% |
| Admin fee / account holder | $24,432 | $14,056+73.8% | $8,961+172.7% | $11,409+114.2% |