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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 | $206,341 | $105,284+96.0% | $150,734+36.9% | $94,015+119.5% |
| Participation rate | 71.4% | 71.7%-0.3pp | 78.4%-7.0pp | 70.8%+0.6pp |
| Annual return | 11.06% | 15.67%-4.6pp | 600.81%-589.7pp | 17.84%-6.8pp |
| Employer contribution / active EE | $2,282 | $3,599-36.6% | $4,918-53.6% | $2,790-18.2% |
| Participant deferral / active EE | $5,533 | $4,274+29.5% | $5,610-1.4% | $4,249+30.2% |
| Admin fee / account holder | $100,830 | $9,839+924.9% | $14,905+576.5% | $8,951+1026.4% |