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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 | $201,855 | $138,385+45.9% | $184,200+9.6% | $80,874+149.6% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.6%+17.1pp |
| Annual return | 11.71% | 20.02%-8.3pp | 28.80%-17.1pp | 35.62%-23.9pp |
| Employer contribution / active EE | $8,457 | $4,849+74.4% | $6,424+31.6% | $2,756+206.9% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $13,139 | $10,483+25.3% | $13,907-5.5% | $6,935+89.5% |