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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 | $204,773 | $102,245+100.3% | $89,340+129.2% | $137,256+49.2% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.6%+21.3pp | 80.0%+10.9pp |
| Annual return | 12.77% | 21.89%-9.1pp | 20.57%-7.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,364 | $2,529-46.1% | $2,231-38.9% | $4,156-67.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $9,391 | $8,085+16.1% | $6,704+40.1% | $12,270-23.5% |