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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 | $220,074 | $201,259+9.3% | $184,200+19.5% | $145,959+50.8% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 14.39% | 28.98%-14.6pp | 28.80%-14.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,413 | $7,018-51.4% | $6,424-46.9% | $4,661-26.8% |
| Participant deferral / active EE | $6,080 | $9,806-38.0% | $9,132-33.4% | $6,689-9.1% |
| Admin fee / account holder | $96,644 | $16,372+490.3% | $13,907+594.9% | $13,398+621.3% |