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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 | $186,937 | $124,351+50.3% | $109,188+71.2% | $167,553+11.6% |
| Participation rate | 93.3% | 79.4%+13.9pp | 75.9%+17.5pp | 82.1%+11.2pp |
| Annual return | 23.12% | 26.04%-2.9pp | 25.76%-2.6pp | 478.89%-455.8pp |
| Employer contribution / active EE | $2,578 | $4,210-38.8% | $3,723-30.8% | $4,840-46.7% |
| Participant deferral / active EE | $8,274 | $5,257+57.4% | $4,654+77.8% | $6,343+30.4% |
| Admin fee / account holder | $14,264 | $7,975+78.9% | $6,755+111.1% | $12,316+15.8% |