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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 | $202,389 | $161,352+25.4% | $134,172+50.8% | $137,256+47.5% |
| Participation rate | 90.0% | 78.3%+11.7pp | 72.5%+17.5pp | 80.0%+10.0pp |
| Annual return | 14.23% | 28.72%-14.5pp | 25.30%-11.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,565 | $4,099+84.6% | $3,420+121.2% | $4,156+82.0% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,141 | $15,028-19.2% | $12,016+1.0% | $12,270-1.1% |