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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 | $193,044 | $110,410+74.8% | $102,437+88.5% | $145,897+32.3% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 11.87% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,192 | $4,217-48.0% | $3,871-43.4% | $4,663-53.0% |
| Participant deferral / active EE | $6,536 | $5,622+16.3% | $5,060+29.2% | $6,689-2.3% |
| Admin fee / account holder | $895 | $9,745-90.8% | $8,388-89.3% | $13,390-93.3% |