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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 | $102,595+140.3% | $94,057+162.1% | $154,746+59.3% |
| Participation rate | 70.0% | 76.0%-6.0pp | 73.3%-3.3pp | 80.7%-10.7pp |
| Annual return | 15.50% | 583.42%-567.9pp | 480.62%-465.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,797 | $3,147+20.7% | $2,933+29.5% | $4,379-13.3% |
| Participant deferral / active EE | $9,472 | $5,118+85.1% | $4,709+101.1% | $6,730+40.7% |
| Admin fee / account holder | $1,147 | $7,736-85.2% | $7,244-84.2% | $14,365-92.0% |