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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 | $218,129 | $223,823-2.5% | $211,142+3.3% | $154,746+41.0% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 14.27% | 50.39%-36.1pp | 46.84%-32.6pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,222 | $6,787-52.5% | $6,442-50.0% | $4,379-26.4% |
| Participant deferral / active EE | $9,052 | $9,750-7.2% | $9,284-2.5% | $6,730+34.5% |
| Admin fee / account holder | $669 | $19,707-96.6% | $19,076-96.5% | $14,365-95.3% |