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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 | $230,591 | $155,555+48.2% | $146,866+57.0% | $155,188+48.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 20.60% | 115.41%-94.8pp | 102.85%-82.3pp | 148.84%-128.2pp |
| Employer contribution / active EE | $7,507 | $4,647+61.6% | $4,425+69.7% | $4,248+76.7% |
| Participant deferral / active EE | $8,665 | $8,044+7.7% | $7,759+11.7% | $6,531+32.7% |
| Admin fee / account holder | $1,598 | $14,755-89.2% | $13,620-88.3% | $14,480-89.0% |