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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 | $247,210 | $115,225+114.5% | $100,712+145.5% | $138,895+78.0% |
| Participation rate | 81.3% | 74.3%+6.9pp | 69.3%+12.0pp | 79.9%+1.3pp |
| Annual return | 19.94% | 40.35%-20.4pp | 33.27%-13.3pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,538 | $2,771-44.5% | $2,313-33.5% | $4,194-63.3% |
| Participant deferral / active EE | $3,422 | $4,699-27.2% | $4,085-16.2% | $6,396-46.5% |
| Admin fee / account holder | $2,777 | $10,844-74.4% | $9,256-70.0% | $12,562-77.9% |