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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 | $188,889 | $100,125+88.7% | $81,482+131.8% | $145,978+29.4% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 8.45% | 34.44%-26.0pp | 24.79%-16.3pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,727 | $2,977-8.4% | $2,463+10.7% | $4,662-41.5% |
| Participant deferral / active EE | $0 | $4,609-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,966 | $8,198+9.4% | $5,761+55.6% | $13,400-33.1% |