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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 | $202,214 | $124,425+62.5% | $112,040+80.5% | $137,256+47.3% |
| Participation rate | 93.3% | 79.3%+14.0pp | 76.5%+16.8pp | 80.0%+13.4pp |
| Annual return | 13.08% | 24.72%-11.6pp | 24.52%-11.4pp | 220.34%-207.3pp |
| Employer contribution / active EE | $11,842 | $3,411+247.1% | $2,954+300.9% | $4,156+184.9% |
| Participant deferral / active EE | $11,370 | $5,718+98.8% | $5,098+123.0% | $6,407+77.5% |
| Admin fee / account holder | $3,804 | $15,207-75.0% | $12,098-68.6% | $12,270-69.0% |