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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 | $189,966 | $112,729+68.5% | $98,716+92.4% | $137,256+38.4% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.3%+15.3pp | 80.0%+4.7pp |
| Annual return | 13.56% | 38.48%-24.9pp | 31.81%-18.3pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,398 | $2,725+24.7% | $2,279+49.2% | $4,156-18.2% |
| Participant deferral / active EE | $7,244 | $4,640+56.1% | $4,048+79.0% | $6,407+13.1% |
| Admin fee / account holder | $60,499 | $10,129+497.3% | $8,703+595.2% | $12,270+393.1% |