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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 | $138,393+45.9% | $184,256+9.6% | $80,959+149.3% |
| Participation rate | 84.8% | 83.9%+0.9pp | 86.8%-2.0pp | 67.7%+17.1pp |
| Annual return | 11.71% | 20.01%-8.3pp | 28.85%-17.1pp | 35.67%-24.0pp |
| Employer contribution / active EE | $8,457 | $4,847+74.5% | $6,427+31.6% | $2,757+206.7% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $13,139 | $10,489+25.3% | $13,899-5.5% | $6,925+89.7% |