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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 | $111,814+48.3% | $103,374+60.4% | $145,959+13.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.76% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $7,331 | $4,214+74.0% | $3,869+89.5% | $4,661+57.3% |
| Participant deferral / active EE | $15,526 | $5,618+176.4% | $5,058+207.0% | $6,689+132.1% |
| Admin fee / account holder | $1,503 | $9,754-84.6% | $8,394-82.1% | $13,398-88.8% |