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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 | $239,586 | $157,296+52.3% | $141,191+69.7% | $152,897+56.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 22.82% | 64.34%-41.5pp | 71.41%-48.6pp | 345.43%-322.6pp |
| Employer contribution / active EE | $2,448 | $5,262-53.5% | $4,736-48.3% | $4,764-48.6% |
| Participant deferral / active EE | $7,743 | $7,111+8.9% | $6,710+15.4% | $5,851+32.3% |
| Admin fee / account holder | $10,412 | $12,125-14.1% | $10,264+1.4% | $11,599-10.2% |