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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 | $87,132+185.8% | $105,624+135.8% | $80,959+207.6% |
| Participation rate | 70.3% | 70.4%-0.2pp | 75.3%-5.0pp | 67.7%+2.6pp |
| Annual return | 14.42% | 17.03%-2.6pp | 116.20%-101.8pp | 35.67%-21.2pp |
| Employer contribution / active EE | $1,908 | $2,397-20.4% | $3,168-39.8% | $2,757-30.8% |
| Participant deferral / active EE | $5,547 | $3,985+39.2% | $5,013+10.7% | $4,300+29.0% |
| Admin fee / account holder | $17,104 | $8,449+102.4% | $10,961+56.0% | $6,925+147.0% |