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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 | $186,894 | $110,303+69.4% | $95,759+95.2% | $139,487+34.0% |
| Participation rate | 91.7% | 75.7%+15.9pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 9.83% | 27.19%-17.4pp | 28.42%-18.6pp | 373.84%-364.0pp |
| Employer contribution / active EE | $3,333 | $3,261+2.2% | $2,836+17.5% | $4,755-29.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,305 | $6,615+25.5% | $5,678+46.3% | $11,407-27.2% |