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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 | $227,117 | $101,618+123.5% | $93,063+144.0% | $137,256+65.5% |
| Participation rate | 80.0% | 74.9%+5.1pp | 72.1%+7.9pp | 80.0%0pp |
| Annual return | 14.23% | 223.95%-209.7pp | 34.15%-19.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,320 | $2,707-14.3% | $2,476-6.3% | $4,156-44.2% |
| Participant deferral / active EE | $7,655 | $4,279+78.9% | $3,958+93.4% | $6,407+19.5% |
| Admin fee / account holder | $723 | $6,198-88.3% | $6,033-88.0% | $12,270-94.1% |