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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 | $164,694 | $93,345+76.4% | $119,126+38.3% | $87,485+88.3% |
| Participation rate | 93.0% | 68.7%+24.3pp | 75.8%+17.3pp | 68.9%+24.1pp |
| Annual return | 14.21% | 19.08%-4.9pp | 282.11%-267.9pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,238 | $3,172-29.4% | $4,034-44.5% | $2,596-13.8% |
| Participant deferral / active EE | $2,158 | $4,099-47.4% | $5,318-59.4% | $4,274-49.5% |
| Admin fee / account holder | $10,263 | $8,039+27.7% | $10,693-4.0% | $7,775+32.0% |