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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 | $112,729+102.5% | $98,716+131.2% | $137,256+66.3% |
| Participation rate | 73.3% | 74.2%-0.9pp | 69.3%+4.0pp | 80.0%-6.6pp |
| Annual return | 11.58% | 38.48%-26.9pp | 31.81%-20.2pp | 220.34%-208.8pp |
| Employer contribution / active EE | $793 | $2,725-70.9% | $2,279-65.2% | $4,156-80.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,173 | $10,129-78.5% | $8,703-75.0% | $12,270-82.3% |