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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 | $220,645 | $183,516+20.2% | $155,534+41.9% | $145,884+51.2% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 11.44% | 61.43%-50.0pp | 64.92%-53.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,884 | $5,315-64.6% | $4,675-59.7% | $4,662-59.6% |
| Participant deferral / active EE | $5,726 | $6,467-11.4% | $5,630+1.7% | $6,690-14.4% |
| Admin fee / account holder | $2,592 | $19,293-86.6% | $15,900-83.7% | $13,392-80.6% |