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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 | $247,125 | $157,296+57.1% | $141,191+75.0% | $152,897+61.6% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 21.05% | 64.34%-43.3pp | 71.41%-50.4pp | 345.43%-324.4pp |
| Employer contribution / active EE | $1,906 | $5,262-63.8% | $4,736-59.8% | $4,764-60.0% |
| Participant deferral / active EE | $7,600 | $7,111+6.9% | $6,710+13.3% | $5,851+29.9% |
| Admin fee / account holder | $1,591 | $12,125-86.9% | $10,264-84.5% | $11,599-86.3% |