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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 | $239,046 | $157,304+52.0% | $141,197+69.3% | $152,909+56.3% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.5%+4.5pp |
| Annual return | 15.15% | 64.34%-49.2pp | 71.41%-56.3pp | 345.46%-330.3pp |
| Employer contribution / active EE | $4,049 | $5,263-23.1% | $4,736-14.5% | $4,764-15.0% |
| Participant deferral / active EE | $8,076 | $7,111+13.6% | $6,710+20.4% | $5,851+38.0% |
| Admin fee / account holder | $41,512 | $12,126+242.3% | $10,265+304.4% | $11,601+257.8% |