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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 | $234,949 | $161,352+45.6% | $134,172+75.1% | $137,256+71.2% |
| Participation rate | 81.0% | 78.3%+2.7pp | 72.5%+8.5pp | 80.0%+1.0pp |
| Annual return | 11.70% | 28.72%-17.0pp | 25.30%-13.6pp | 220.34%-208.6pp |
| Employer contribution / active EE | $10,377 | $4,099+153.2% | $3,420+203.4% | $4,156+149.7% |
| Participant deferral / active EE | $3,666 | $5,552-34.0% | $4,690-21.8% | $6,407-42.8% |
| Admin fee / account holder | $61,656 | $15,028+310.3% | $12,016+413.1% | $12,270+402.5% |