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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 | $208,170 | $98,760+110.8% | $149,715+39.0% | $79,858+160.7% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.2pp |
| Annual return | 16.60% | 27.43%-10.8pp | 276.66%-260.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $2,644 | $3,217-17.8% | $4,645-43.1% | $2,471+7.0% |
| Participant deferral / active EE | $9,277 | $5,681+63.3% | $6,842+35.6% | $3,740+148.0% |
| Admin fee / account holder | $13,082 | $6,053+116.1% | $9,310+40.5% | $5,306+146.6% |