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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 | $158,733 | $106,247+49.4% | $96,515+64.5% | $139,466+13.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 16.24% | 38.47%-22.2pp | 35.73%-19.5pp | 373.66%-357.4pp |
| Employer contribution / active EE | $11,833 | $4,106+188.2% | $3,740+216.4% | $4,754+148.9% |
| Participant deferral / active EE | $6,441 | $5,456+18.1% | $4,880+32.0% | $6,712-4.0% |
| Admin fee / account holder | $4,485 | $7,885-43.1% | $6,735-33.4% | $11,409-60.7% |