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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 | $245,677 | $165,399+48.5% | $149,745+64.1% | $158,982+54.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 10.86% | 348.34%-337.5pp | 276.72%-265.9pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,426 | $5,105-72.1% | $4,646-69.3% | $4,763-70.1% |
| Participant deferral / active EE | $5,133 | $7,183-28.5% | $6,843-25.0% | $5,983-14.2% |
| Admin fee / account holder | $50,077 | $10,811+363.2% | $9,312+437.8% | $11,252+345.1% |