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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 | $124,514 | $97,125+28.2% | $86,233+44.4% | $137,256-9.3% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.0%+4.3pp | 80.0%-6.6pp |
| Annual return | 40.95% | 74.19%-33.2pp | 61.39%-20.4pp | 220.34%-179.4pp |
| Employer contribution / active EE | $1,337 | $2,841-52.9% | $2,504-46.6% | $4,156-67.8% |
| Participant deferral / active EE | $2,277 | $5,180-56.0% | $4,559-50.1% | $6,407-64.5% |
| Admin fee / account holder | $1,055 | $9,725-89.2% | $8,342-87.4% | $12,270-91.4% |