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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 | $237,213 | $138,312+71.5% | $122,979+92.9% | $155,188+52.9% |
| Participation rate | 75.0% | 80.2%-5.2pp | 77.2%-2.2pp | 80.8%-5.8pp |
| Annual return | 13.14% | 22.06%-8.9pp | 20.12%-7.0pp | 148.84%-135.7pp |
| Employer contribution / active EE | $1,775 | $3,530-49.7% | $3,062-42.0% | $4,248-58.2% |
| Participant deferral / active EE | $2,111 | $5,592-62.3% | $5,003-57.8% | $6,531-67.7% |
| Admin fee / account holder | $7,724 | $15,089-48.8% | $12,864-40.0% | $14,480-46.7% |