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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 | $186,070 | $104,694+77.7% | $85,709+117.1% | $167,536+11.1% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 15.59% | 21.45%-5.9pp | 21.49%-5.9pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,896 | $3,337-43.2% | $2,619-27.6% | $4,839-60.8% |
| Participant deferral / active EE | $3,792 | $4,826-21.4% | $3,924-3.4% | $6,342-40.2% |
| Admin fee / account holder | $12,228 | $10,035+21.9% | $6,876+77.8% | $12,315-0.7% |