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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 | $244,481 | $121,656+101.0% | $104,614+133.7% | $158,950+53.8% |
| Participation rate | 70.0% | 77.5%-7.5pp | 74.1%-4.1pp | 82.0%-12.0pp |
| Annual return | 25.00% | 465.51%-440.5pp | 340.56%-315.6pp | 302.91%-277.9pp |
| Employer contribution / active EE | $1,100 | $3,164-65.2% | $2,681-59.0% | $4,762-76.9% |
| Participant deferral / active EE | $5,982 | $4,177+43.2% | $3,739+60.0% | $5,9830% |
| Admin fee / account holder | $16,637 | $7,775+114.0% | $6,464+157.4% | $11,248+47.9% |