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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 | $245,835 | $157,304+56.3% | $141,197+74.1% | $152,909+60.8% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.5%+9.2pp |
| Annual return | 15.44% | 64.34%-48.9pp | 71.41%-56.0pp | 345.46%-330.0pp |
| Employer contribution / active EE | $5,205 | $5,263-1.1% | $4,736+9.9% | $4,764+9.3% |
| Participant deferral / active EE | $4,245 | $7,111-40.3% | $6,710-36.7% | $5,851-27.5% |
| Admin fee / account holder | $27,499 | $12,126+126.8% | $10,265+167.9% | $11,601+137.0% |