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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 | $110,137+126.9% | $161,149+55.1% | $82,637+202.4% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 13.68% | 20.69%-7.0pp | 21.16%-7.5pp | 53.51%-39.8pp |
| Employer contribution / active EE | $1,523 | $2,856-46.7% | $4,360-65.1% | $2,552-40.3% |
| Participant deferral / active EE | $3,997 | $4,575-12.6% | $6,153-35.0% | $4,126-3.1% |
| Admin fee / account holder | $57,335 | $9,467+505.7% | $15,194+277.3% | $7,339+681.3% |