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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 | $215,962 | $152,612+41.5% | $125,192+72.5% | $152,897+41.2% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.5%-2.5pp |
| Annual return | 20.88% | 54.85%-34.0pp | 43.79%-22.9pp | 345.43%-324.6pp |
| Employer contribution / active EE | $1,891 | $4,947-61.8% | $3,866-51.1% | $4,764-60.3% |
| Participant deferral / active EE | $9,522 | $5,868+62.3% | $4,937+92.9% | $5,851+62.7% |
| Admin fee / account holder | $4,320 | $13,437-67.9% | $9,704-55.5% | $11,599-62.8% |