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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 | $247,041 | $100,262+146.4% | $81,370+203.6% | $145,897+69.3% |
| Participation rate | 72.7% | 74.3%-1.6pp | 69.5%+3.2pp | 80.3%-7.6pp |
| Annual return | 15.17% | 34.52%-19.3pp | 24.85%-9.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $3,200 | $2,979+7.4% | $2,464+29.9% | $4,663-31.4% |
| Participant deferral / active EE | $9,994 | $4,612+116.7% | $3,885+157.2% | $6,689+49.4% |
| Admin fee / account holder | $14,040 | $8,163+72.0% | $5,749+144.2% | $13,390+4.9% |