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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 | $239,344 | $228,395+4.8% | $185,861+28.8% | $158,982+50.5% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 19.66% | 40.82%-21.2pp | 35.96%-16.3pp | 302.99%-283.3pp |
| Employer contribution / active EE | $2,692 | $4,968-45.8% | $4,088-34.2% | $4,763-43.5% |
| Participant deferral / active EE | $8,693 | $6,417+35.5% | $5,634+54.3% | $5,983+45.3% |
| Admin fee / account holder | $970 | $11,869-91.8% | $9,503-89.8% | $11,252-91.4% |