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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 | $237,823 | $110,039+116.1% | $97,260+144.5% | $145,884+63.0% |
| Participation rate | 76.5% | 75.9%+0.6pp | 72.7%+3.8pp | 80.3%-3.8pp |
| Annual return | 13.56% | 244.44%-230.9pp | 75.54%-62.0pp | 551.85%-538.3pp |
| Employer contribution / active EE | $956 | $3,074-68.9% | $2,721-64.9% | $4,662-79.5% |
| Participant deferral / active EE | $1,733 | $4,674-62.9% | $4,262-59.3% | $6,690-74.1% |
| Admin fee / account holder | $14,812 | $6,204+138.8% | $5,640+162.6% | $13,392+10.6% |