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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 | $103,164+98.5% | $90,259+126.9% | $154,746+32.3% |
| Participation rate | 90.9% | 76.1%+14.8pp | 70.7%+20.2pp | 80.7%+10.2pp |
| Annual return | 12.77% | 19.25%-6.5pp | 18.88%-6.1pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,364 | $2,532-46.1% | $2,291-40.5% | $4,379-68.9% |
| Participant deferral / active EE | $0 | $4,422-100.0% | $3,827-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,391 | $8,593+9.3% | $7,267+29.2% | $14,365-34.6% |