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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 | $225,266 | $176,786+27.4% | $146,643+53.6% | $167,536+34.5% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 16.58% | 24.04%-7.5pp | 22.75%-6.2pp | 478.82%-462.2pp |
| Employer contribution / active EE | $4,264 | $5,161-17.4% | $4,137+3.1% | $4,839-11.9% |
| Participant deferral / active EE | $4,849 | $6,440-24.7% | $5,506-11.9% | $6,342-23.5% |
| Admin fee / account holder | $400 | $13,262-97.0% | $10,280-96.1% | $12,315-96.7% |