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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 | $247,617 | $93,345+165.3% | $119,126+107.9% | $87,485+183.0% |
| Participation rate | 71.0% | 68.7%+2.2pp | 75.8%-4.8pp | 68.9%+2.0pp |
| Annual return | 13.32% | 19.08%-5.8pp | 282.11%-268.8pp | 26.06%-12.7pp |
| Employer contribution / active EE | $2,840 | $3,172-10.4% | $4,034-29.6% | $2,596+9.4% |
| Participant deferral / active EE | $7,645 | $4,099+86.5% | $5,318+43.8% | $4,274+78.9% |
| Admin fee / account holder | $46,965 | $8,039+484.2% | $10,693+339.2% | $7,775+504.1% |