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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 | $197,069 | $102,595+92.1% | $94,057+109.5% | $154,746+27.4% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 12.11% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,587 | $3,147-49.6% | $2,933-45.9% | $4,379-63.8% |
| Participant deferral / active EE | $8,865 | $5,118+73.2% | $4,709+88.2% | $6,730+31.7% |
| Admin fee / account holder | $1,988 | $7,736-74.3% | $7,244-72.6% | $14,365-86.2% |