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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 | $247,782 | $135,956+82.3% | $123,894+100.0% | $273,972-9.6% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 8.14% | 56.63%-48.5pp | 47.52%-39.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $2,712 | $5,170-47.5% | $4,617-41.3% | $4,869-44.3% |
| Participant deferral / active EE | $10,771 | $6,343+69.8% | $5,984+80.0% | $5,287+103.7% |
| Admin fee / account holder | $12,847 | $9,817+30.9% | $8,357+53.7% | $10,133+26.8% |