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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 | $202,592 | $192,829+5.1% | $142,516+42.2% | $139,487+45.2% |
| Participation rate | 81.8% | 81.4%+0.4pp | 76.8%+5.0pp | 80.3%+1.5pp |
| Annual return | 12.82% | 18.07%-5.3pp | 20.03%-7.2pp | 373.84%-361.0pp |
| Employer contribution / active EE | $5,627 | $5,808-3.1% | $4,849+16.0% | $4,755+18.3% |
| Participant deferral / active EE | $7,166 | $7,200-0.5% | $6,280+14.1% | $6,713+6.8% |
| Admin fee / account holder | $136,835 | $15,120+805.0% | $10,008+1267.2% | $11,407+1099.5% |