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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 | $106,974+91.4% | $90,796+125.5% | $138,895+47.4% |
| Participation rate | 90.9% | 74.9%+16.0pp | 69.5%+21.4pp | 79.9%+11.0pp |
| Annual return | 12.77% | 20.10%-7.3pp | 19.29%-6.5pp | 145.39%-132.6pp |
| Employer contribution / active EE | $1,364 | $2,609-47.7% | $2,294-40.5% | $4,194-67.5% |
| Participant deferral / active EE | $0 | $4,455-100.0% | $3,822-100.0% | $6,396-100.0% |
| Admin fee / account holder | $9,391 | $8,626+8.9% | $7,024+33.7% | $12,562-25.2% |