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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 | $247,846 | $135,956+82.3% | $123,894+100.0% | $273,972-9.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 7.80% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.7pp |
| Employer contribution / active EE | $21,583 | $5,170+317.5% | $4,617+367.5% | $4,869+343.3% |
| Participant deferral / active EE | $18,720 | $6,343+195.1% | $5,984+212.8% | $5,287+254.1% |
| Admin fee / account holder | $4,163 | $9,817-57.6% | $8,357-50.2% | $10,133-58.9% |