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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 | $246,568 | $157,829+56.2% | $136,867+80.2% | $198,609+24.1% |
| Participation rate | 70.0% | 77.2%-7.2pp | 74.5%-4.5pp | 82.4%-12.4pp |
| Annual return | 15.50% | 51.25%-35.7pp | 42.97%-27.5pp | 202.70%-187.2pp |
| Employer contribution / active EE | $3,797 | $3,923-3.2% | $3,547+7.1% | $5,055-24.9% |
| Participant deferral / active EE | $9,472 | $5,463+73.4% | $4,924+92.4% | $6,977+35.8% |
| Admin fee / account holder | $1,147 | $11,107-89.7% | $10,340-88.9% | $19,030-94.0% |