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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 | $241,013 | $157,296+53.2% | $141,191+70.7% | $152,897+57.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 19.09% | 64.34%-45.2pp | 71.41%-52.3pp | 345.43%-326.3pp |
| Employer contribution / active EE | $4,490 | $5,262-14.7% | $4,736-5.2% | $4,764-5.7% |
| Participant deferral / active EE | $11,261 | $7,111+58.4% | $6,710+67.8% | $5,851+92.5% |
| Admin fee / account holder | $761 | $12,125-93.7% | $10,264-92.6% | $11,599-93.4% |