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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 | $219,468 | $180,028+21.9% | $138,135+58.9% | $158,982+38.0% |
| Participation rate | 91.7% | 82.2%+9.4pp | 78.7%+13.0pp | 82.0%+9.7pp |
| Annual return | 18.56% | 21.68%-3.1pp | 20.51%-1.9pp | 302.99%-284.4pp |
| Employer contribution / active EE | $4,188 | $7,470-43.9% | $5,587-25.0% | $4,763-12.1% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,848 | $17,912-67.3% | $11,856-50.7% | $11,252-48.0% |