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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 | $226,102 | $112,729+100.6% | $98,716+129.0% | $137,256+64.7% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 15.12% | 38.48%-23.4pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,720 | $2,725-0.2% | $2,279+19.4% | $4,156-34.6% |
| Participant deferral / active EE | $10,795 | $4,640+132.6% | $4,048+166.7% | $6,407+68.5% |
| Admin fee / account holder | $2,022 | $10,129-80.0% | $8,703-76.8% | $12,270-83.5% |