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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 | $132,099+48.0% | $115,599+69.2% | $138,895+40.8% |
| Participation rate | 73.7% | 77.9%-4.2pp | 74.3%-0.6pp | 79.9%-6.2pp |
| Annual return | 16.96% | 176.76%-159.8pp | 111.10%-94.1pp | 145.39%-128.4pp |
| Employer contribution / active EE | $3,827 | $3,416+12.0% | $2,955+29.5% | $4,194-8.8% |
| Participant deferral / active EE | $9,549 | $5,617+70.0% | $4,889+95.3% | $6,396+49.3% |
| Admin fee / account holder | $2,033 | $15,650-87.0% | $12,841-84.2% | $12,562-83.8% |