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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 | $183,799 | $125,237+46.8% | $105,608+74.0% | $145,877+26.0% |
| Participation rate | 76.9% | 77.7%-0.7pp | 75.3%+1.6pp | 80.3%-3.4pp |
| Annual return | 16.55% | 225.76%-209.2pp | 116.50%-100.0pp | 551.28%-534.7pp |
| Employer contribution / active EE | $2,419 | $3,720-35.0% | $3,167-23.6% | $4,663-48.1% |
| Participant deferral / active EE | $6,019 | $5,711+5.4% | $5,010+20.2% | $6,691-10.0% |
| Admin fee / account holder | $3,805 | $17,287-78.0% | $11,028-65.5% | $13,402-71.6% |