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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 | $233,403 | $106,280+119.6% | $96,538+141.8% | $139,487+67.3% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 19.43% | 38.48%-19.1pp | 35.74%-16.3pp | 373.84%-354.4pp |
| Employer contribution / active EE | $4,152 | $4,107+1.1% | $3,740+11.0% | $4,755-12.7% |
| Participant deferral / active EE | $9,191 | $5,457+68.4% | $4,880+88.3% | $6,713+36.9% |
| Admin fee / account holder | $3,113 | $7,888-60.5% | $6,737-53.8% | $11,407-72.7% |