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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 | $166,131+44.1% | $164,975+45.1% | $145,877+64.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.6%-5.9pp | 80.3%-7.6pp |
| Annual return | 9.63% | 100.37%-90.7pp | 70.12%-60.5pp | 551.28%-541.7pp |
| Employer contribution / active EE | $4,459 | $5,276-15.5% | $4,343+2.7% | $4,663-4.4% |
| Participant deferral / active EE | $9,189 | $6,962+32.0% | $6,033+52.3% | $6,691+37.3% |
| Admin fee / account holder | $1,242 | $16,648-92.5% | $12,688-90.2% | $13,402-90.7% |