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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 | $181,612 | $110,410+64.5% | $102,437+77.3% | $145,897+24.5% |
| Participation rate | 91.7% | 77.9%+13.7pp | 74.5%+17.2pp | 80.3%+11.4pp |
| Annual return | 15.45% | 24.85%-9.4pp | 24.95%-9.5pp | 552.29%-536.8pp |
| Employer contribution / active EE | $2,335 | $4,217-44.6% | $3,871-39.7% | $4,663-49.9% |
| Participant deferral / active EE | $7,165 | $5,622+27.5% | $5,060+41.6% | $6,689+7.1% |
| Admin fee / account holder | $22,415 | $9,745+130.0% | $8,388+167.2% | $13,390+67.4% |