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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 | $211,530 | $148,629+42.3% | $135,982+55.6% | $139,487+51.6% |
| Participation rate | 73.3% | 83.9%-10.5pp | 81.9%-8.6pp | 80.3%-7.0pp |
| Annual return | 14.80% | 79.33%-64.5pp | 68.32%-53.5pp | 373.84%-359.0pp |
| Employer contribution / active EE | $2,587 | $5,247-50.7% | $4,859-46.8% | $4,755-45.6% |
| Participant deferral / active EE | $9,761 | $8,102+20.5% | $7,760+25.8% | $6,713+45.4% |
| Admin fee / account holder | $3,220 | $12,406-74.0% | $10,767-70.1% | $11,407-71.8% |