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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 | $245,392 | $201,372+21.9% | $184,260+33.2% | $145,884+68.2% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 16.12% | 29.04%-12.9pp | 28.84%-12.7pp | 551.85%-535.7pp |
| Employer contribution / active EE | $9,842 | $7,024+40.1% | $6,427+53.1% | $4,662+111.1% |
| Participant deferral / active EE | $3,934 | $9,808-59.9% | $9,133-56.9% | $6,690-41.2% |
| Admin fee / account holder | $172,539 | $16,362+954.5% | $13,898+1141.5% | $13,392+1188.4% |