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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 | $240,276 | $110,337+117.8% | $102,383+134.7% | $145,877+64.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.07% | 24.83%-14.8pp | 24.94%-14.9pp | 551.28%-541.2pp |
| Employer contribution / active EE | $2,730 | $4,216-35.2% | $3,870-29.5% | $4,663-41.5% |
| Participant deferral / active EE | $5,776 | $5,621+2.8% | $5,060+14.1% | $6,691-13.7% |
| Admin fee / account holder | $2,398 | $9,750-75.4% | $8,391-71.4% | $13,402-82.1% |