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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 | $228,954 | $157,304+45.5% | $141,197+62.2% | $152,909+49.7% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 26.36% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $2,892 | $5,263-45.0% | $4,736-38.9% | $4,764-39.3% |
| Participant deferral / active EE | $8,801 | $7,111+23.8% | $6,710+31.2% | $5,851+50.4% |
| Admin fee / account holder | $1,581 | $12,126-87.0% | $10,265-84.6% | $11,601-86.4% |