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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 | $220,358 | $114,199+93.0% | $119,237+84.8% | $167,553+31.5% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.7%-2.7pp | 82.1%-2.1pp |
| Annual return | 20.70% | 29.88%-9.2pp | 30.70%-10.0pp | 478.89%-458.2pp |
| Employer contribution / active EE | $4,264 | $4,480-4.8% | $4,383-2.7% | $4,840-11.9% |
| Participant deferral / active EE | $13,792 | $6,086+126.6% | $6,112+125.6% | $6,343+117.5% |
| Admin fee / account holder | $1,184 | $8,939-86.8% | $7,229-83.6% | $12,316-90.4% |