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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 | $198,735 | $123,155+61.4% | $108,753+82.7% | $155,188+28.1% |
| Participation rate | 93.8% | 75.6%+18.1pp | 71.1%+22.7pp | 80.8%+12.9pp |
| Annual return | 7.13% | 44.73%-37.6pp | 37.47%-30.3pp | 148.84%-141.7pp |
| Employer contribution / active EE | $3,125 | $2,811+11.2% | $2,427+28.8% | $4,248-26.4% |
| Participant deferral / active EE | $1,489 | $4,623-67.8% | $4,115-63.8% | $6,531-77.2% |
| Admin fee / account holder | $6,378 | $12,126-47.4% | $10,320-38.2% | $14,480-56.0% |