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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 | $143,764 | $86,294+66.6% | $111,303+29.2% | $85,856+67.4% |
| Participation rate | 72.3% | 73.3%-1.0pp | 77.3%-5.0pp | 69.3%+3.0pp |
| Annual return | 15.23% | 19.99%-4.8pp | 54.66%-39.4pp | 318.58%-303.4pp |
| Employer contribution / active EE | $2,236 | $2,043+9.4% | $2,731-18.1% | $2,565-12.8% |
| Participant deferral / active EE | $6,564 | $3,641+80.3% | $4,487+46.3% | $3,952+66.1% |
| Admin fee / account holder | $13,020 | $8,189+59.0% | $7,966+63.4% | $6,261+108.0% |