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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 | $195,717 | $99,875+96.0% | $146,866+33.3% | $86,983+125.0% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.5%+2.1pp | 69.5%+15.1pp |
| Annual return | 15.36% | 28.10%-12.7pp | 102.85%-87.5pp | 25.83%-10.5pp |
| Employer contribution / active EE | $2,806 | $3,224-13.0% | $4,425-36.6% | $2,584+8.6% |
| Participant deferral / active EE | $6,207 | $6,322-1.8% | $7,759-20.0% | $4,194+48.0% |
| Admin fee / account holder | $3,434 | $7,838-56.2% | $13,620-74.8% | $7,856-56.3% |