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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 | $140,096 | $124,425+12.6% | $112,040+25.0% | $137,256+2.1% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 12.42% | 24.72%-12.3pp | 24.52%-12.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,838 | $3,411+100.5% | $2,954+131.5% | $4,156+64.5% |
| Participant deferral / active EE | $7,425 | $5,718+29.8% | $5,098+45.7% | $6,407+15.9% |
| Admin fee / account holder | $186,815 | $15,207+1128.5% | $12,098+1444.2% | $12,270+1422.5% |