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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 | $212,405 | $98,776+115.0% | $149,745+41.8% | $79,856+166.0% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 22.92% | 27.38%-4.5pp | 276.72%-253.8pp | 31.71%-8.8pp |
| Employer contribution / active EE | $948 | $3,217-70.5% | $4,646-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $10,740 | $5,681+89.0% | $6,843+56.9% | $3,741+187.1% |
| Admin fee / account holder | $8,543 | $6,053+41.1% | $9,312-8.3% | $5,306+61.0% |