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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 | $134,458 | $95,188+41.3% | $76,518+75.7% | $135,380-0.7% |
| Participation rate | 82.4% | 74.4%+8.0pp | 68.0%+14.4pp | 82.6%-0.3pp |
| Annual return | 16.77% | 4.85%+11.9pp | -0.27%+17.0pp | 519.81%-503.0pp |
| Employer contribution / active EE | $4,438 | $3,303+34.4% | $2,647+67.6% | $4,779-7.1% |
| Participant deferral / active EE | $4,906 | $4,640+5.7% | $3,836+27.9% | $5,609-12.5% |
| Admin fee / account holder | $9,859 | $6,249+57.8% | $4,849+103.3% | $10,828-8.9% |