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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 | $247,147 | $114,013+116.8% | $103,693+138.3% | $155,188+59.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 80.8%-5.8pp |
| Annual return | 12.94% | 49.31%-36.4pp | 47.61%-34.7pp | 148.84%-135.9pp |
| Employer contribution / active EE | $5,182 | $3,131+65.5% | $2,920+77.4% | $4,248+22.0% |
| Participant deferral / active EE | $12,658 | $4,970+154.7% | $4,579+176.4% | $6,531+93.8% |
| Admin fee / account holder | $10,909 | $8,407+29.8% | $7,858+38.8% | $14,480-24.7% |