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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 | $247,645 | $148,623+66.6% | $135,974+82.1% | $139,466+77.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.26% | 79.30%-53.0pp | 68.30%-42.0pp | 373.66%-347.4pp |
| Employer contribution / active EE | $3,151 | $5,246-39.9% | $4,859-35.1% | $4,754-33.7% |
| Participant deferral / active EE | $8,089 | $8,103-0.2% | $7,760+4.2% | $6,712+20.5% |
| Admin fee / account holder | $1,865 | $12,406-85.0% | $10,767-82.7% | $11,409-83.7% |