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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 | $234,016 | $166,242+40.8% | $165,071+41.8% | $145,884+60.4% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 14.11% | 100.44%-86.3pp | 70.17%-56.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $2,683 | $5,283-49.2% | $4,347-38.3% | $4,662-42.4% |
| Participant deferral / active EE | $7,365 | $6,964+5.8% | $6,035+22.0% | $6,690+10.1% |
| Admin fee / account holder | $1,182 | $16,658-92.9% | $12,695-90.7% | $13,392-91.2% |