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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 | $232,465 | $165,399+40.5% | $149,745+55.2% | $158,982+46.2% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.39% | 348.34%-336.9pp | 276.72%-265.3pp | 302.99%-291.6pp |
| Employer contribution / active EE | $2,146 | $5,105-58.0% | $4,646-53.8% | $4,763-54.9% |
| Participant deferral / active EE | $10,781 | $7,183+50.1% | $6,843+57.6% | $5,983+80.2% |
| Admin fee / account holder | $525 | $10,811-95.1% | $9,312-94.4% | $11,252-95.3% |