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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 | $242,531 | $110,337+119.8% | $102,383+136.9% | $145,877+66.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 16.82% | 24.83%-8.0pp | 24.94%-8.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,332 | $4,216-44.7% | $3,870-39.7% | $4,663-50.0% |
| Participant deferral / active EE | $5,917 | $5,621+5.3% | $5,060+17.0% | $6,691-11.6% |
| Admin fee / account holder | $10,727 | $9,750+10.0% | $8,391+27.8% | $13,402-20.0% |