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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 | $242,624 | $110,278+120.0% | $95,740+153.4% | $139,466+74.0% |
| Participation rate | 71.4% | 75.7%-4.3pp | 72.3%-0.8pp | 80.3%-8.9pp |
| Annual return | 13.79% | 27.19%-13.4pp | 28.41%-14.6pp | 373.66%-359.9pp |
| Employer contribution / active EE | $2,146 | $3,260-34.2% | $2,836-24.3% | $4,754-54.9% |
| Participant deferral / active EE | $4,546 | $4,674-2.8% | $4,244+7.1% | $6,712-32.3% |
| Admin fee / account holder | $494 | $6,613-92.5% | $5,676-91.3% | $11,409-95.7% |