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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 | $206,926 | $107,368+92.7% | $92,915+122.7% | $152,909+35.3% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.5%-9.1pp |
| Annual return | 14.70% | 145.64%-130.9pp | 109.45%-94.7pp | 345.46%-330.8pp |
| Employer contribution / active EE | $3,588 | $4,222-15.0% | $3,653-1.8% | $4,764-24.7% |
| Participant deferral / active EE | $8,983 | $4,848+85.3% | $4,238+112.0% | $5,851+53.5% |
| Admin fee / account holder | $11,165 | $7,082+57.7% | $5,796+92.7% | $11,601-3.8% |