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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 | $213,785-50.8% | $185,441-43.3% | $155,188-32.2% |
| Participation rate | 86.7% | 83.2%+3.4pp | 80.3%+6.4pp | 80.8%+5.9pp |
| Annual return | 11.79% | 19.97%-8.2pp | 20.16%-8.4pp | 148.84%-137.0pp |
| Employer contribution / active EE | $6,587 | $5,393+22.1% | $4,672+41.0% | $4,248+55.1% |
| Participant deferral / active EE | $5,918 | $6,864-13.8% | $6,152-3.8% | $6,531-9.4% |
| Admin fee / account holder | $62,748 | $21,134+196.9% | $17,890+250.7% | $14,480+333.4% |