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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 | $226,746 | $146,267+55.0% | $197,124+15.0% | $82,448+175.0% |
| Participation rate | 80.8% | 84.0%-3.2pp | 86.7%-5.9pp | 68.1%+12.7pp |
| Annual return | 14.04% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $8,824 | $4,723+86.8% | $6,227+41.7% | $2,551+245.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,147 | $14,422-36.6% | $16,298-43.9% | $7,234+26.4% |