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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 | $110,337+50.3% | $102,383+62.0% | $145,877+13.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.76% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $7,331 | $4,216+73.9% | $3,870+89.4% | $4,663+57.2% |
| Participant deferral / active EE | $15,526 | $5,621+176.2% | $5,060+206.9% | $6,691+132.1% |
| Admin fee / account holder | $1,503 | $9,750-84.6% | $8,391-82.1% | $13,402-88.8% |