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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 | $237,203 | $124,425+90.6% | $112,040+111.7% | $137,256+72.8% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 12.35% | 24.72%-12.4pp | 24.52%-12.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $3,518 | $3,411+3.1% | $2,954+19.1% | $4,156-15.4% |
| Participant deferral / active EE | $9,177 | $5,718+60.5% | $5,098+80.0% | $6,407+43.2% |
| Admin fee / account holder | $1,028 | $15,207-93.2% | $12,098-91.5% | $12,270-91.6% |