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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 | $139,948+69.9% | $121,663+95.5% | $154,746+53.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 74.5%+0.5pp | 80.7%-5.7pp |
| Annual return | 15.03% | 230.52%-215.5pp | 147.54%-132.5pp | 172.34%-157.3pp |
| Employer contribution / active EE | $3,301 | $3,521-6.2% | $3,020+9.3% | $4,379-24.6% |
| Participant deferral / active EE | $6,607 | $5,629+17.4% | $4,887+35.2% | $6,730-1.8% |
| Admin fee / account holder | $1,185 | $17,321-93.2% | $14,289-91.7% | $14,365-91.8% |