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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 | $195,632 | $105,145+86.1% | $94,664+106.7% | $139,466+40.3% |
| Participation rate | 78.6% | 82.4%-3.8pp | 80.8%-2.3pp | 80.3%-1.8pp |
| Annual return | 23.22% | 38.09%-14.9pp | 156.84%-133.6pp | 373.66%-350.4pp |
| Employer contribution / active EE | $2,880 | $4,107-29.9% | $3,673-21.6% | $4,754-39.4% |
| Participant deferral / active EE | $5,838 | $7,599-23.2% | $7,417-21.3% | $6,712-13.0% |
| Admin fee / account holder | $675 | $8,972-92.5% | $7,222-90.6% | $11,409-94.1% |