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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 | $188,501 | $124,330+51.6% | $109,173+72.7% | $167,536+12.5% |
| Participation rate | 92.9% | 79.5%+13.4pp | 75.9%+17.0pp | 82.1%+10.7pp |
| Annual return | 12.07% | 26.04%-14.0pp | 25.75%-13.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $5,140 | $4,209+22.1% | $3,723+38.1% | $4,839+6.2% |
| Participant deferral / active EE | $4,881 | $5,256-7.1% | $4,654+4.9% | $6,342-23.0% |
| Admin fee / account holder | $1,206 | $7,974-84.9% | $6,755-82.1% | $12,315-90.2% |