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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 | $248,926 | $135,956+83.1% | $123,894+100.9% | $273,972-9.1% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.19% | 56.63%-52.4pp | 47.52%-43.3pp | 41.46%-37.3pp |
| Employer contribution / active EE | $3,166 | $5,170-38.8% | $4,617-31.4% | $4,869-35.0% |
| Participant deferral / active EE | $9,128 | $6,343+43.9% | $5,984+52.5% | $5,287+72.6% |
| Admin fee / account holder | $122,728 | $9,817+1150.1% | $8,357+1368.5% | $10,133+1111.2% |