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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 | $190,695 | $99,994+90.7% | $146,647+30.0% | $85,851+122.1% |
| Participation rate | 80.3% | 73.1%+7.2pp | 80.1%+0.2pp | 69.3%+11.0pp |
| Annual return | 14.24% | 18.93%-4.7pp | 22.75%-8.5pp | 318.63%-304.4pp |
| Employer contribution / active EE | $2,408 | $2,559-5.9% | $4,137-41.8% | $2,565-6.1% |
| Participant deferral / active EE | $4,876 | $4,006+21.7% | $5,506-11.4% | $3,952+23.4% |
| Admin fee / account holder | $15,676 | $7,703+103.5% | $10,281+52.5% | $6,261+150.4% |