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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 | $187,617 | $141,001+33.1% | $112,228+67.2% | $139,487+34.5% |
| Participation rate | 70.8% | 79.2%-8.4pp | 72.4%-1.6pp | 80.3%-9.5pp |
| Annual return | 11.46% | 32.75%-21.3pp | 30.23%-18.8pp | 373.84%-362.4pp |
| Employer contribution / active EE | $3,326 | $4,285-22.4% | $3,432-3.1% | $4,755-30.1% |
| Participant deferral / active EE | $8,618 | $5,877+46.6% | $4,800+79.5% | $6,713+28.4% |
| Admin fee / account holder | $4,508 | $9,959-54.7% | $7,752-41.8% | $11,407-60.5% |