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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 | $87,059+175.6% | $105,608+127.2% | $80,925+196.5% |
| Participation rate | 71.1% | 70.4%+0.7pp | 75.3%-4.2pp | 67.7%+3.5pp |
| Annual return | 10.21% | 17.05%-6.8pp | 116.50%-106.3pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,050 | $2,396-56.2% | $3,167-66.8% | $2,756-61.9% |
| Participant deferral / active EE | $8,261 | $3,986+107.3% | $5,010+64.9% | $4,299+92.2% |
| Admin fee / account holder | $10,198 | $8,443+20.8% | $11,028-7.5% | $6,940+46.9% |