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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 | $237,840 | $132,634+79.3% | $115,768+105.4% | $137,256+73.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 15.03% | 160.70%-145.7pp | 100.46%-85.4pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,301 | $3,360-1.7% | $2,940+12.3% | $4,156-20.6% |
| Participant deferral / active EE | $6,607 | $5,619+17.6% | $4,917+34.4% | $6,407+3.1% |
| Admin fee / account holder | $1,185 | $15,028-92.1% | $12,439-90.5% | $12,270-90.3% |