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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 | $235,573 | $148,623+58.5% | $135,974+73.2% | $139,466+68.9% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 21.09% | 79.30%-58.2pp | 68.30%-47.2pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,503 | $5,246-52.3% | $4,859-48.5% | $4,754-47.3% |
| Participant deferral / active EE | $5,719 | $8,103-29.4% | $7,760-26.3% | $6,712-14.8% |
| Admin fee / account holder | $1,239 | $12,406-90.0% | $10,767-88.5% | $11,409-89.1% |