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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 | $206,412 | $99,032+108.4% | $80,022+157.9% | $135,380+52.5% |
| Participation rate | 92.9% | 78.4%+14.5pp | 75.8%+17.0pp | 82.6%+10.2pp |
| Annual return | 9.42% | 15.39%-6.0pp | 11.22%-1.8pp | 519.81%-510.4pp |
| Employer contribution / active EE | $2,322 | $3,043-23.7% | $2,468-5.9% | $4,779-51.4% |
| Participant deferral / active EE | $6,155 | $4,282+43.7% | $3,686+67.0% | $5,609+9.7% |
| Admin fee / account holder | $1,651 | $10,436-84.2% | $6,521-74.7% | $10,828-84.7% |