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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 | $178,652 | $86,298+107.0% | $111,308+60.5% | $85,847+108.1% |
| Participation rate | 71.7% | 73.3%-1.7pp | 77.3%-5.7pp | 69.3%+2.3pp |
| Annual return | 17.17% | 19.99%-2.8pp | 54.67%-37.5pp | 318.61%-301.4pp |
| Employer contribution / active EE | $3,296 | $2,044+61.3% | $2,732+20.7% | $2,565+28.5% |
| Participant deferral / active EE | $6,470 | $3,641+77.7% | $4,487+44.2% | $3,952+63.7% |
| Admin fee / account holder | $6,388 | $8,189-22.0% | $7,965-19.8% | $6,261+2.0% |