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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 | $166,268+44.0% | $165,100+45.0% | $145,897+64.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 9.63% | 100.52%-90.9pp | 70.21%-60.6pp | 552.29%-542.7pp |
| Employer contribution / active EE | $4,459 | $5,284-15.6% | $4,348+2.5% | $4,663-4.4% |
| Participant deferral / active EE | $9,189 | $6,964+31.9% | $6,035+52.3% | $6,689+37.4% |
| Admin fee / account holder | $1,242 | $16,659-92.5% | $12,696-90.2% | $13,390-90.7% |