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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 | $220,403 | $174,018+26.7% | $136,833+61.1% | $198,609+11.0% |
| Participation rate | 81.3% | 65.1%+16.1pp | 59.0%+22.2pp | 82.4%-1.1pp |
| Annual return | 10.48% | 35.16%-24.7pp | 35.32%-24.8pp | 202.70%-192.2pp |
| Employer contribution / active EE | $796 | $1,571-49.3% | $1,319-39.6% | $5,055-84.3% |
| Participant deferral / active EE | $6,570 | $2,873+128.7% | $2,441+169.2% | $6,977-5.8% |
| Admin fee / account holder | $878 | $5,434-83.9% | $4,706-81.3% | $19,030-95.4% |