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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 | $228,259 | $156,616+45.7% | $133,346+71.2% | $198,609+14.9% |
| Participation rate | 73.3% | 77.7%-4.4pp | 72.8%+0.5pp | 82.4%-9.0pp |
| Annual return | 11.58% | 44.25%-32.7pp | 36.85%-25.3pp | 202.70%-191.1pp |
| Employer contribution / active EE | $793 | $3,368-76.5% | $2,853-72.2% | $5,055-84.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,173 | $17,468-87.6% | $14,264-84.8% | $19,030-88.6% |