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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 | $191,001 | $136,860+39.6% | $120,344+58.7% | $154,746+23.4% |
| Participation rate | 95.8% | 79.9%+15.9pp | 76.7%+19.1pp | 80.7%+15.1pp |
| Annual return | 18.21% | 21.38%-3.2pp | 20.30%-2.1pp | 172.34%-154.1pp |
| Employer contribution / active EE | $7,897 | $3,533+123.5% | $3,020+161.5% | $4,379+80.3% |
| Participant deferral / active EE | $8,241 | $5,793+42.2% | $5,135+60.5% | $6,730+22.4% |
| Admin fee / account holder | $2,501 | $15,393-83.8% | $12,742-80.4% | $14,365-82.6% |