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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 | $205,939 | $103,393+99.2% | $87,103+136.4% | $152,909+34.7% |
| Participation rate | 76.2% | 79.4%-3.2pp | 76.9%-0.7pp | 82.5%-6.3pp |
| Annual return | 11.26% | 28.10%-16.8pp | 28.19%-16.9pp | 345.46%-334.2pp |
| Employer contribution / active EE | $2,807 | $3,221-12.9% | $2,521+11.3% | $4,764-41.1% |
| Participant deferral / active EE | $6,837 | $4,778+43.1% | $4,049+68.9% | $5,851+16.8% |
| Admin fee / account holder | $3,681 | $12,195-69.8% | $7,491-50.9% | $11,601-68.3% |