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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 | $169,771 | $110,410+53.8% | $102,437+65.7% | $145,897+16.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.25% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $4,635 | $4,217+9.9% | $3,871+19.7% | $4,663-0.6% |
| Participant deferral / active EE | $9,726 | $5,622+73.0% | $5,060+92.2% | $6,689+45.4% |
| Admin fee / account holder | $4,652 | $9,745-52.3% | $8,388-44.5% | $13,390-65.3% |