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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 | $249,873 | $108,825+129.6% | $156,181+60.0% | $82,448+203.1% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 13.68% | 20.59%-6.9pp | 64.87%-51.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,523 | $2,870-46.9% | $4,294-64.5% | $2,551-40.3% |
| Participant deferral / active EE | $3,997 | $4,577-12.7% | $6,132-34.8% | $4,139-3.4% |
| Admin fee / account holder | $57,335 | $9,341+513.8% | $14,586+293.1% | $7,234+692.5% |