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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 | $216,181 | $110,278+96.0% | $95,740+125.8% | $139,466+55.0% |
| Participation rate | 75.0% | 75.7%-0.7pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.48% | 27.19%-11.7pp | 28.41%-12.9pp | 373.66%-358.2pp |
| Employer contribution / active EE | $25,014 | $3,260+667.2% | $2,836+782.0% | $4,754+426.2% |
| Participant deferral / active EE | $16,276 | $4,674+248.2% | $4,244+283.5% | $6,712+142.5% |
| Admin fee / account holder | $4,462 | $6,613-32.5% | $5,676-21.4% | $11,409-60.9% |