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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 | $216,541 | $211,224+2.5% | $178,505+21.3% | $145,897+48.4% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 15.37% | 30.28%-14.9pp | 27.16%-11.8pp | 552.29%-536.9pp |
| Employer contribution / active EE | $2,270 | $4,577-50.4% | $3,955-42.6% | $4,663-51.3% |
| Participant deferral / active EE | $7,374 | $6,966+5.9% | $6,280+17.4% | $6,689+10.2% |
| Admin fee / account holder | $1,924 | $12,109-84.1% | $10,428-81.6% | $13,390-85.6% |