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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 | $191,115 | $99,875+91.4% | $146,866+30.1% | $86,983+119.7% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 17.28% | 28.10%-10.8pp | 102.85%-85.6pp | 25.83%-8.6pp |
| Employer contribution / active EE | $3,920 | $3,224+21.6% | $4,425-11.4% | $2,584+51.7% |
| Participant deferral / active EE | $8,047 | $6,322+27.3% | $7,759+3.7% | $4,194+91.9% |
| Admin fee / account holder | $7,251 | $7,838-7.5% | $13,620-46.8% | $7,856-7.7% |