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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 | $202,913 | $227,399-10.8% | $189,758+6.9% | $198,609+2.2% |
| Participation rate | 73.7% | 84.0%-10.3pp | 79.8%-6.1pp | 82.4%-8.7pp |
| Annual return | 13.93% | 61.03%-47.1pp | 52.62%-38.7pp | 202.70%-188.8pp |
| Employer contribution / active EE | $2,582 | $5,526-53.3% | $4,767-45.8% | $5,055-48.9% |
| Participant deferral / active EE | $6,801 | $6,837-0.5% | $5,856+16.1% | $6,977-2.5% |
| Admin fee / account holder | $1,472 | $25,162-94.2% | $20,388-92.8% | $19,030-92.3% |