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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 | $205,438 | $228,395-10.1% | $185,861+10.5% | $158,982+29.2% |
| Participation rate | 78.9% | 82.3%-3.4pp | 78.0%+0.9pp | 82.0%-3.0pp |
| Annual return | 11.87% | 40.82%-28.9pp | 35.96%-24.1pp | 302.99%-291.1pp |
| Employer contribution / active EE | $14,091 | $4,968+183.6% | $4,088+244.7% | $4,763+195.8% |
| Participant deferral / active EE | $16,267 | $6,417+153.5% | $5,634+188.7% | $5,983+171.9% |
| Admin fee / account holder | $4,460 | $11,869-62.4% | $9,503-53.1% | $11,252-60.4% |