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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 | $206,374 | $157,304+31.2% | $141,197+46.2% | $152,909+35.0% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.5%+0.2pp |
| Annual return | 20.08% | 64.34%-44.3pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $2,237 | $5,263-57.5% | $4,736-52.8% | $4,764-53.0% |
| Participant deferral / active EE | $9,005 | $7,111+26.6% | $6,710+34.2% | $5,851+53.9% |
| Admin fee / account holder | $47,461 | $12,126+291.4% | $10,265+362.4% | $11,601+309.1% |