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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 | $215,246 | $212,386+1.3% | $199,883+7.7% | $138,895+55.0% |
| Participation rate | 72.7% | 87.4%-14.6pp | 86.8%-14.0pp | 79.9%-7.2pp |
| Annual return | 12.52% | 47.75%-35.2pp | 43.81%-31.3pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,186 | $6,625-67.0% | $6,261-65.1% | $4,194-47.9% |
| Participant deferral / active EE | $6,946 | $9,617-27.8% | $9,138-24.0% | $6,396+8.6% |
| Admin fee / account holder | $17,900 | $18,233-1.8% | $17,268+3.7% | $12,562+42.5% |