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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 | $105,211 | $199,109-47.2% | $173,730-39.4% | $154,746-32.0% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.6%+7.1pp | 80.7%+6.0pp |
| Annual return | 11.79% | 20.02%-8.2pp | 19.96%-8.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $6,587 | $5,311+24.0% | $4,577+43.9% | $4,379+50.4% |
| Participant deferral / active EE | $5,918 | $7,113-16.8% | $6,326-6.5% | $6,730-12.1% |
| Admin fee / account holder | $62,748 | $20,916+200.0% | $17,523+258.1% | $14,365+336.8% |