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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 | $191,409 | $102,938+85.9% | $94,105+103.4% | $138,895+37.8% |
| Participation rate | 89.5% | 74.6%+14.8pp | 71.9%+17.5pp | 79.9%+9.6pp |
| Annual return | 13.90% | 250.28%-236.4pp | 204.55%-190.7pp | 145.39%-131.5pp |
| Employer contribution / active EE | $3,096 | $2,732+13.3% | $2,504+23.6% | $4,194-26.2% |
| Participant deferral / active EE | $8,446 | $4,196+101.3% | $3,881+117.6% | $6,396+32.0% |
| Admin fee / account holder | $1,146 | $6,600-82.6% | $6,199-81.5% | $12,562-90.9% |