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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 | $209,013 | $106,280+96.7% | $96,538+116.5% | $139,487+49.8% |
| Participation rate | 81.3% | 77.8%+3.4pp | 74.3%+6.9pp | 80.3%+0.9pp |
| Annual return | 12.37% | 38.48%-26.1pp | 35.74%-23.4pp | 373.84%-361.5pp |
| Employer contribution / active EE | $3,695 | $4,107-10.0% | $3,740-1.2% | $4,755-22.3% |
| Participant deferral / active EE | $6,047 | $5,457+10.8% | $4,880+23.9% | $6,713-9.9% |
| Admin fee / account holder | $4,460 | $7,888-43.5% | $6,737-33.8% | $11,407-60.9% |