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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 | $242,698 | $171,492+41.5% | $150,734+61.0% | $198,609+22.2% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 4.58% | 804.70%-800.1pp | 600.81%-596.2pp | 202.70%-198.1pp |
| Employer contribution / active EE | $2,567 | $5,470-53.1% | $4,918-47.8% | $5,055-49.2% |
| Participant deferral / active EE | $7,802 | $6,259+24.7% | $5,610+39.1% | $6,977+11.8% |
| Admin fee / account holder | $1,666 | $17,628-90.6% | $14,905-88.8% | $19,030-91.2% |