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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 | $205,999 | $135,956+51.5% | $123,894+66.3% | $273,972-24.8% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 6.30% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.2pp |
| Employer contribution / active EE | $2,566 | $5,170-50.4% | $4,617-44.4% | $4,869-47.3% |
| Participant deferral / active EE | $4,300 | $6,343-32.2% | $5,984-28.1% | $5,287-18.7% |
| Admin fee / account holder | $6,392 | $9,817-34.9% | $8,357-23.5% | $10,133-36.9% |