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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 | $226,267 | $152,612+48.3% | $125,192+80.7% | $152,897+48.0% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 21.49% | 54.85%-33.4pp | 43.79%-22.3pp | 345.43%-323.9pp |
| Employer contribution / active EE | $1,711 | $4,947-65.4% | $3,866-55.7% | $4,764-64.1% |
| Participant deferral / active EE | $4,586 | $5,868-21.9% | $4,937-7.1% | $5,851-21.6% |
| Admin fee / account holder | $10,297 | $13,437-23.4% | $9,704+6.1% | $11,599-11.2% |