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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 | $217,498 | $165,399+31.5% | $149,745+45.2% | $158,982+36.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.59% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,067 | $5,105-59.5% | $4,646-55.5% | $4,763-56.6% |
| Participant deferral / active EE | $2,611 | $7,183-63.7% | $6,843-61.8% | $5,983-56.4% |
| Admin fee / account holder | $6,486 | $10,811-40.0% | $9,312-30.3% | $11,252-42.4% |