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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 | $232,137 | $176,794+31.3% | $146,647+58.3% | $167,553+38.5% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 9.63% | 24.04%-14.4pp | 22.75%-13.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $6,937 | $5,161+34.4% | $4,137+67.7% | $4,840+43.3% |
| Participant deferral / active EE | $4,321 | $6,440-32.9% | $5,506-21.5% | $6,343-31.9% |
| Admin fee / account holder | $3,646 | $13,262-72.5% | $10,281-64.5% | $12,316-70.4% |