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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 | $172,036 | $117,846+46.0% | $102,434+67.9% | $145,884+17.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 9.24% | 31.90%-22.7pp | 29.46%-20.2pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,091 | $3,615-42.2% | $3,023-30.8% | $4,662-55.2% |
| Participant deferral / active EE | $11,749 | $5,733+104.9% | $5,055+132.4% | $6,690+75.6% |
| Admin fee / account holder | $7,864 | $13,356-41.1% | $9,462-16.9% | $13,392-41.3% |