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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 | $243,477 | $107,666+126.1% | $102,184+138.3% | $154,746+57.3% |
| Participation rate | 95.5% | 83.7%+11.7pp | 82.6%+12.9pp | 80.7%+14.8pp |
| Annual return | 14.68% | 29.33%-14.7pp | 31.58%-16.9pp | 172.34%-157.7pp |
| Employer contribution / active EE | $7,692 | $3,846+100.0% | $3,594+114.0% | $4,379+75.7% |
| Participant deferral / active EE | $5,630 | $8,719-35.4% | $8,309-32.2% | $6,730-16.3% |
| Admin fee / account holder | $2,299 | $12,943-82.2% | $11,609-80.2% | $14,365-84.0% |