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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 | $223,190 | $90,509+146.6% | $78,693+183.6% | $273,968-18.5% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 6.05% | 75.61%-69.6pp | 62.18%-56.1pp | 41.45%-35.4pp |
| Employer contribution / active EE | $11,694 | $3,175+268.3% | $2,850+310.3% | $4,869+140.2% |
| Participant deferral / active EE | $8,504 | $3,901+118.0% | $3,517+141.8% | $5,287+60.9% |
| Admin fee / account holder | $3,075 | $5,264-41.6% | $4,511-31.8% | $10,132-69.6% |