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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 | $239,930 | $87,132+175.4% | $105,624+127.2% | $80,959+196.4% |
| Participation rate | 71.1% | 70.4%+0.7pp | 75.3%-4.2pp | 67.7%+3.4pp |
| Annual return | 10.21% | 17.03%-6.8pp | 116.20%-106.0pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,050 | $2,397-56.2% | $3,168-66.8% | $2,757-61.9% |
| Participant deferral / active EE | $8,261 | $3,985+107.3% | $5,013+64.8% | $4,300+92.1% |
| Admin fee / account holder | $10,198 | $8,449+20.7% | $10,961-7.0% | $6,925+47.3% |