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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 | $243,656 | $112,112+117.3% | $95,956+153.9% | $158,950+53.3% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 9.74% | 171.15%-161.4pp | 91.63%-81.9pp | 302.91%-293.2pp |
| Employer contribution / active EE | $2,189 | $3,199-31.6% | $2,541-13.9% | $4,762-54.0% |
| Participant deferral / active EE | $2,001 | $4,784-58.2% | $4,167-52.0% | $5,983-66.6% |
| Admin fee / account holder | $18,962 | $10,134+87.1% | $6,797+179.0% | $11,248+68.6% |