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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 | $226,327 | $72,071+214.0% | $68,368+231.0% | $137,256+64.9% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.8%-3.8pp | 80.0%-10.0pp |
| Annual return | 16.91% | 353.14%-336.2pp | 292.57%-275.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,751 | $2,788+106.3% | $2,649+117.1% | $4,156+38.4% |
| Participant deferral / active EE | $7,314 | $4,410+65.8% | $4,123+77.4% | $6,407+14.2% |
| Admin fee / account holder | $2,607 | $5,336-51.1% | $5,150-49.4% | $12,270-78.8% |