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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 | $177,350 | $117,846+50.5% | $102,434+73.1% | $145,884+21.6% |
| Participation rate | 78.6% | 78.6%-0.1pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 16.99% | 31.90%-14.9pp | 29.46%-12.5pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,585 | $3,615-56.2% | $3,023-47.6% | $4,662-66.0% |
| Participant deferral / active EE | $4,058 | $5,733-29.2% | $5,055-19.7% | $6,690-39.3% |
| Admin fee / account holder | $2,216 | $13,356-83.4% | $9,462-76.6% | $13,392-83.4% |