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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 | $190,652 | $157,304+21.2% | $141,197+35.0% | $152,909+24.7% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.5%-9.7pp |
| Annual return | 16.22% | 64.34%-48.1pp | 71.41%-55.2pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,693 | $5,263-48.8% | $4,736-43.1% | $4,764-43.5% |
| Participant deferral / active EE | $8,813 | $7,111+23.9% | $6,710+31.3% | $5,851+50.6% |
| Admin fee / account holder | $917 | $12,126-92.4% | $10,265-91.1% | $11,601-92.1% |