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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 | $214,134 | $156,616+36.7% | $133,346+60.6% | $198,609+7.8% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 16.44% | 44.25%-27.8pp | 36.85%-20.4pp | 202.70%-186.3pp |
| Employer contribution / active EE | $3,197 | $3,368-5.1% | $2,853+12.0% | $5,055-36.8% |
| Participant deferral / active EE | $13,887 | $4,920+182.3% | $4,332+220.6% | $6,977+99.0% |
| Admin fee / account holder | $1,130 | $17,468-93.5% | $14,264-92.1% | $19,030-94.1% |