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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 | $239,399 | $166,020+44.2% | $164,866+45.2% | $145,959+64.0% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 9.63% | 100.08%-90.5pp | 69.97%-60.3pp | 561.95%-552.3pp |
| Employer contribution / active EE | $4,459 | $5,275-15.5% | $4,343+2.7% | $4,661-4.3% |
| Participant deferral / active EE | $9,189 | $6,961+32.0% | $6,033+52.3% | $6,689+37.4% |
| Admin fee / account holder | $1,242 | $16,644-92.5% | $12,689-90.2% | $13,398-90.7% |