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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 | $211,239+2.5% | $178,528+21.3% | $145,877+48.4% |
| Participation rate | 78.6% | 80.8%-2.2pp | 77.1%+1.5pp | 80.3%-1.7pp |
| Annual return | 15.37% | 30.22%-14.8pp | 27.11%-11.7pp | 551.28%-535.9pp |
| Employer contribution / active EE | $2,270 | $4,570-50.3% | $3,950-42.5% | $4,663-51.3% |
| Participant deferral / active EE | $7,374 | $6,963+5.9% | $6,278+17.5% | $6,691+10.2% |
| Admin fee / account holder | $1,924 | $12,095-84.1% | $10,419-81.5% | $13,402-85.6% |