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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 | $156,513 | $115,903+35.0% | $100,528+55.7% | $158,966-1.5% |
| Participation rate | 95.7% | 81.6%+14.1pp | 79.4%+16.2pp | 82.0%+13.7pp |
| Annual return | 23.22% | 34.80%-11.6pp | 30.90%-7.7pp | 302.95%-279.7pp |
| Employer contribution / active EE | $2,235 | $4,105-45.6% | $3,419-34.6% | $4,762-53.1% |
| Participant deferral / active EE | $4,748 | $6,677-28.9% | $6,271-24.3% | $5,983-20.6% |
| Admin fee / account holder | $1,574 | $11,000-85.7% | $8,084-80.5% | $11,250-86.0% |