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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 | $223,067 | $72,071+209.5% | $68,368+226.3% | $137,256+62.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 15.85% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,947 | $2,788-30.2% | $2,649-26.5% | $4,156-53.1% |
| Participant deferral / active EE | $10,948 | $4,410+148.3% | $4,123+165.6% | $6,407+70.9% |
| Admin fee / account holder | $3,551 | $5,336-33.4% | $5,150-31.0% | $12,270-71.1% |