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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 | $197,248 | $227,399-13.3% | $189,758+3.9% | $198,609-0.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 21.22% | 61.03%-39.8pp | 52.62%-31.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $2,770 | $5,526-49.9% | $4,767-41.9% | $5,055-45.2% |
| Participant deferral / active EE | $11,541 | $6,837+68.8% | $5,856+97.1% | $6,977+65.4% |
| Admin fee / account holder | $3,561 | $25,162-85.8% | $20,388-82.5% | $19,030-81.3% |