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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 | $192,952 | $112,729+71.2% | $98,716+95.5% | $137,256+40.6% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 11.46% | 38.48%-27.0pp | 31.81%-20.3pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,942 | $2,725+7.9% | $2,279+29.1% | $4,156-29.2% |
| Participant deferral / active EE | $8,379 | $4,640+80.6% | $4,048+107.0% | $6,407+30.8% |
| Admin fee / account holder | $35,834 | $10,129+253.8% | $8,703+311.8% | $12,270+192.0% |