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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 | $227,387 | $152,619+49.0% | $125,195+81.6% | $152,909+48.7% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.5%+10.9pp |
| Annual return | 23.61% | 54.85%-31.2pp | 43.79%-20.2pp | 345.46%-321.9pp |
| Employer contribution / active EE | $4,865 | $4,947-1.7% | $3,866+25.8% | $4,764+2.1% |
| Participant deferral / active EE | $3,265 | $5,869-44.4% | $4,937-33.9% | $5,851-44.2% |
| Admin fee / account holder | $3,000 | $13,437-77.7% | $9,704-69.1% | $11,601-74.1% |