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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 | $187,674 | $135,956+38.0% | $123,894+51.5% | $273,972-31.5% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 11.07% | 56.63%-45.6pp | 47.52%-36.5pp | 41.46%-30.4pp |
| Employer contribution / active EE | $6,057 | $5,170+17.2% | $4,617+31.2% | $4,869+24.4% |
| Participant deferral / active EE | $8,752 | $6,343+38.0% | $5,984+46.3% | $5,287+65.5% |
| Admin fee / account holder | $47,575 | $9,817+384.6% | $8,357+469.3% | $10,133+369.5% |