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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 | $157,311 | $106,280+48.0% | $96,538+63.0% | $139,487+12.8% |
| Participation rate | 85.0% | 77.8%+7.2pp | 74.3%+10.7pp | 80.3%+4.7pp |
| Annual return | 18.10% | 38.48%-20.4pp | 35.74%-17.6pp | 373.84%-355.7pp |
| Employer contribution / active EE | $3,333 | $4,107-18.8% | $3,740-10.9% | $4,755-29.9% |
| Participant deferral / active EE | $9,331 | $5,457+71.0% | $4,880+91.2% | $6,713+39.0% |
| Admin fee / account holder | $12,907 | $7,888+63.6% | $6,737+91.6% | $11,407+13.1% |