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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 | $220,754 | $135,956+62.4% | $123,894+78.2% | $273,972-19.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 4.58% | 56.63%-52.0pp | 47.52%-42.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,185 | $5,170-57.7% | $4,617-52.7% | $4,869-55.1% |
| Participant deferral / active EE | $7,886 | $6,343+24.3% | $5,984+31.8% | $5,287+49.1% |
| Admin fee / account holder | $1,564 | $9,817-84.1% | $8,357-81.3% | $10,133-84.6% |