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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 | $195,567 | $132,634+47.4% | $115,768+68.9% | $137,256+42.5% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.4%-0.7pp | 80.0%-6.3pp |
| Annual return | 16.96% | 160.70%-143.7pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $3,827 | $3,360+13.9% | $2,940+30.2% | $4,156-7.9% |
| Participant deferral / active EE | $9,549 | $5,619+70.0% | $4,917+94.2% | $6,407+49.0% |
| Admin fee / account holder | $2,033 | $15,028-86.5% | $12,439-83.7% | $12,270-83.4% |