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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 | $224,102 | $107,809+107.9% | $97,032+131.0% | $155,188+44.4% |
| Participation rate | 87.5% | 75.5%+12.0pp | 71.6%+15.9pp | 80.8%+6.7pp |
| Annual return | 6.98% | 38.06%-31.1pp | 35.38%-28.4pp | 148.84%-141.9pp |
| Employer contribution / active EE | $2,506 | $2,911-13.9% | $2,629-4.7% | $4,248-41.0% |
| Participant deferral / active EE | $12,301 | $5,129+139.8% | $4,672+163.3% | $6,531+88.3% |
| Admin fee / account holder | $66,315 | $10,717+518.8% | $9,418+604.2% | $14,480+358.0% |