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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 | $201,372+9.3% | $184,260+19.4% | $145,884+50.9% |
| Participation rate | 95.0% | 87.5%+7.5pp | 86.8%+8.2pp | 80.3%+14.7pp |
| Annual return | 14.39% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $3,413 | $7,024-51.4% | $6,427-46.9% | $4,662-26.8% |
| Participant deferral / active EE | $6,080 | $9,808-38.0% | $9,133-33.4% | $6,690-9.1% |
| Admin fee / account holder | $96,644 | $16,362+490.7% | $13,898+595.4% | $13,392+621.7% |