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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 | $227,080 | $106,280+113.7% | $96,538+135.2% | $139,487+62.8% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 14.47% | 38.48%-24.0pp | 35.74%-21.3pp | 373.84%-359.4pp |
| Employer contribution / active EE | $8,658 | $4,107+110.8% | $3,740+131.5% | $4,755+82.1% |
| Participant deferral / active EE | $11,327 | $5,457+107.6% | $4,880+132.1% | $6,713+68.7% |
| Admin fee / account holder | $7,148 | $7,888-9.4% | $6,737+6.1% | $11,407-37.3% |