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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 | $233,575 | $106,864+118.6% | $147,318+58.6% | $82,637+182.7% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 15.67% | 27.49%-11.8pp | 70.43%-54.8pp | 53.51%-37.8pp |
| Employer contribution / active EE | $1,651 | $3,417-51.7% | $4,593-64.1% | $2,552-35.3% |
| Participant deferral / active EE | $9,243 | $6,496+42.3% | $7,906+16.9% | $4,126+124.0% |
| Admin fee / account holder | $13,417 | $8,415+59.4% | $13,708-2.1% | $7,339+82.8% |