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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 | $190,459 | $123,155+54.6% | $108,753+75.1% | $155,188+22.7% |
| Participation rate | 80.0% | 75.6%+4.4pp | 71.1%+8.9pp | 80.8%-0.8pp |
| Annual return | 9.92% | 44.73%-34.8pp | 37.47%-27.6pp | 148.84%-138.9pp |
| Employer contribution / active EE | $12,893 | $2,811+358.6% | $2,427+431.3% | $4,248+203.5% |
| Participant deferral / active EE | $6,840 | $4,623+48.0% | $4,115+66.2% | $6,531+4.7% |
| Admin fee / account holder | $846 | $12,126-93.0% | $10,320-91.8% | $14,480-94.2% |