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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 | $229,588 | $177,595+29.3% | $148,496+54.6% | $198,609+15.6% |
| Participation rate | 93.8% | 79.3%+14.5pp | 76.0%+17.7pp | 82.4%+11.4pp |
| Annual return | 15.26% | 9.97%+5.3pp | 12.33%+2.9pp | 202.70%-187.4pp |
| Employer contribution / active EE | $37,344 | $4,098+811.3% | $3,497+967.7% | $5,055+638.7% |
| Participant deferral / active EE | $88,584 | $5,539+1499.2% | $4,808+1742.2% | $6,977+1169.7% |
| Admin fee / account holder | $154,599 | $27,010+472.4% | $19,547+690.9% | $19,030+712.4% |