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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 | $247,458 | $72,071+243.4% | $68,368+262.0% | $137,256+80.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 14.10% | 353.14%-339.0pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $10,538 | $2,788+278.0% | $2,649+297.8% | $4,156+153.5% |
| Participant deferral / active EE | $5,481 | $4,410+24.3% | $4,123+33.0% | $6,407-14.4% |
| Admin fee / account holder | $1,343 | $5,336-74.8% | $5,150-73.9% | $12,270-89.1% |