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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 | $241,507 | $129,737+86.2% | $119,126+102.7% | $154,746+56.1% |
| Participation rate | 71.4% | 78.9%-7.4pp | 75.8%-4.3pp | 80.7%-9.3pp |
| Annual return | 11.10% | 379.08%-368.0pp | 282.11%-271.0pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,256 | $4,375-48.4% | $4,034-44.1% | $4,379-48.5% |
| Participant deferral / active EE | $9,810 | $5,842+67.9% | $5,318+84.5% | $6,730+45.8% |
| Admin fee / account holder | $10,290 | $11,961-14.0% | $10,693-3.8% | $14,365-28.4% |