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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 | $165,830 | $110,410+50.2% | $102,437+61.9% | $145,897+13.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.76% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $7,331 | $4,217+73.8% | $3,871+89.4% | $4,663+57.2% |
| Participant deferral / active EE | $15,526 | $5,622+176.2% | $5,060+206.8% | $6,689+132.1% |
| Admin fee / account holder | $1,503 | $9,745-84.6% | $8,388-82.1% | $13,390-88.8% |