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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 | $203,209 | $102,609+98.0% | $98,090+107.2% | $138,895+46.3% |
| Participation rate | 90.9% | 82.8%+8.1pp | 81.5%+9.4pp | 79.9%+11.0pp |
| Annual return | 18.21% | 36.44%-18.2pp | 37.05%-18.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $5,664 | $3,867+46.5% | $3,606+57.1% | $4,194+35.0% |
| Participant deferral / active EE | $14,422 | $8,167+76.6% | $7,845+83.8% | $6,396+125.5% |
| Admin fee / account holder | $1,053 | $11,434-90.8% | $11,815-91.1% | $12,562-91.6% |