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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 | $123,155+56.7% | $108,753+77.4% | $155,188+24.3% |
| Participation rate | 83.3% | 75.6%+7.7pp | 71.1%+12.2pp | 80.8%+2.5pp |
| Annual return | 11.46% | 44.73%-33.3pp | 37.47%-26.0pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,942 | $2,811+4.6% | $2,427+21.2% | $4,248-30.7% |
| Participant deferral / active EE | $8,379 | $4,623+81.2% | $4,115+103.6% | $6,531+28.3% |
| Admin fee / account holder | $35,834 | $12,126+195.5% | $10,320+247.2% | $14,480+147.5% |