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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 | $195,052 | $157,276+24.0% | $141,177+38.2% | $152,885+27.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 29.19% | 64.33%-35.1pp | 71.40%-42.2pp | 345.39%-316.2pp |
| Employer contribution / active EE | $1,296 | $5,262-75.4% | $4,736-72.6% | $4,763-72.8% |
| Participant deferral / active EE | $3,029 | $7,110-57.4% | $6,710-54.9% | $5,851-48.2% |
| Admin fee / account holder | $1,207 | $12,123-90.0% | $10,263-88.2% | $11,598-89.6% |