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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 | $249,054 | $87,037+186.1% | $106,201+134.5% | $80,874+208.0% |
| Participation rate | 70.3% | 70.4%-0.2pp | 75.3%-5.0pp | 67.6%+2.6pp |
| Annual return | 14.42% | 17.05%-2.6pp | 116.26%-101.8pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,908 | $2,396-20.4% | $3,170-39.8% | $2,756-30.8% |
| Participant deferral / active EE | $5,547 | $3,986+39.2% | $5,012+10.7% | $4,297+29.1% |
| Admin fee / account holder | $17,104 | $8,434+102.8% | $11,039+54.9% | $6,935+146.6% |