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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 | $163,776 | $110,337+48.4% | $102,383+60.0% | $145,877+12.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.74% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $13,365 | $4,216+217.0% | $3,870+245.3% | $4,663+186.6% |
| Participant deferral / active EE | $5,312 | $5,621-5.5% | $5,060+5.0% | $6,691-20.6% |
| Admin fee / account holder | $1,915 | $9,750-80.4% | $8,391-77.2% | $13,402-85.7% |