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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 | $117,202 | $209,336-44.0% | $197,124-40.5% | $137,256-14.6% |
| Participation rate | 88.2% | 87.3%+0.9pp | 86.7%+1.5pp | 80.0%+8.3pp |
| Annual return | 22.30% | 48.09%-25.8pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,228 | $6,591-66.2% | $6,227-64.2% | $4,156-46.4% |
| Participant deferral / active EE | $9,708 | $9,614+1.0% | $9,135+6.3% | $6,407+51.5% |
| Admin fee / account holder | $6,016 | $17,308-65.2% | $16,298-63.1% | $12,270-51.0% |