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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 | $194,714 | $172,111+13.1% | $150,298+29.6% | $137,256+41.9% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 14.18% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,412 | $4,636-69.6% | $4,154-66.0% | $4,156-66.0% |
| Participant deferral / active EE | $2,328 | $6,166-62.2% | $5,453-57.3% | $6,407-63.7% |
| Admin fee / account holder | $1,121 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |