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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 | $193,859 | $79,449+144.0% | $189,597+2.2% | $85,851+125.8% |
| Participation rate | 79.5% | 66.0%+13.5pp | 78.4%+1.0pp | 69.3%+10.2pp |
| Annual return | 13.01% | 18.45%-5.4pp | 64.20%-51.2pp | 318.63%-305.6pp |
| Employer contribution / active EE | $2,144 | $2,081+3.0% | $4,412-51.4% | $2,565-16.4% |
| Participant deferral / active EE | $7,188 | $4,051+77.4% | $6,174+16.4% | $3,952+81.9% |
| Admin fee / account holder | $5,057 | $5,377-6.0% | $9,807-48.4% | $6,261-19.2% |