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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 | $180,778 | $197,625-8.5% | $177,840+1.7% | $158,966+13.7% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 14.66% | 58.76%-44.1pp | 48.32%-33.7pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,727 | $6,698-59.3% | $5,919-53.9% | $4,762-42.7% |
| Participant deferral / active EE | $15,599 | $8,405+85.6% | $7,714+102.2% | $5,983+160.7% |
| Admin fee / account holder | $4,041 | $15,405-73.8% | $12,431-67.5% | $11,250-64.1% |