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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 | $232,767 | $111,301+109.1% | $112,977+106.0% | $158,982+46.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 82.6%+6.3pp | 82.0%+6.9pp |
| Annual return | 23.78% | 26.40%-2.6pp | 24.24%-0.5pp | 302.99%-279.2pp |
| Employer contribution / active EE | $1,433 | $4,471-68.0% | $4,255-66.3% | $4,763-69.9% |
| Participant deferral / active EE | $6,856 | $5,880+16.6% | $5,836+17.5% | $5,983+14.6% |
| Admin fee / account holder | $13,858 | $8,392+65.1% | $6,294+120.2% | $11,252+23.2% |