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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 | $146,210 | $118,496+23.4% | $98,461+48.5% | $139,466+4.8% |
| Participation rate | 90.0% | 77.5%+12.5pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 15.61% | 18.96%-3.4pp | 21.17%-5.6pp | 373.66%-358.1pp |
| Employer contribution / active EE | $20,567 | $3,611+469.6% | $3,049+574.6% | $4,754+332.6% |
| Participant deferral / active EE | $7,835 | $5,393+45.3% | $4,738+65.4% | $6,712+16.7% |
| Admin fee / account holder | $9,470 | $14,056-32.6% | $8,961+5.7% | $11,409-17.0% |