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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 | $207,381 | $157,296+31.8% | $141,191+46.9% | $152,897+35.6% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 23.73% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $1,285 | $5,262-75.6% | $4,736-72.9% | $4,764-73.0% |
| Participant deferral / active EE | $2,917 | $7,111-59.0% | $6,710-56.5% | $5,851-50.2% |
| Admin fee / account holder | $1,856 | $12,125-84.7% | $10,264-81.9% | $11,599-84.0% |