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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 | $134,817+79.1% | $123,973+94.8% | $155,188+55.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.7%-5.2pp | 80.8%-9.4pp |
| Annual return | 11.10% | 515.49%-504.4pp | 388.13%-377.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $2,256 | $4,425-49.0% | $4,126-45.3% | $4,248-46.9% |
| Participant deferral / active EE | $9,810 | $5,706+71.9% | $5,247+87.0% | $6,531+50.2% |
| Admin fee / account holder | $10,290 | $13,245-22.3% | $11,799-12.8% | $14,480-28.9% |