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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 | $215,139 | $123,155+74.7% | $108,753+97.8% | $155,188+38.6% |
| Participation rate | 84.2% | 75.6%+8.6pp | 71.1%+13.1pp | 80.8%+3.4pp |
| Annual return | 12.23% | 44.73%-32.5pp | 37.47%-25.2pp | 148.84%-136.6pp |
| Employer contribution / active EE | $2,948 | $2,811+4.9% | $2,427+21.5% | $4,248-30.6% |
| Participant deferral / active EE | $5,700 | $4,623+23.3% | $4,115+38.5% | $6,531-12.7% |
| Admin fee / account holder | $8,386 | $12,126-30.8% | $10,320-18.7% | $14,480-42.1% |