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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 | $124,980+82.6% | $108,359+110.7% | $154,746+47.5% |
| Participation rate | 73.3% | 75.2%-1.8pp | 70.1%+3.2pp | 80.7%-7.4pp |
| Annual return | 11.58% | 45.00%-33.4pp | 36.89%-25.3pp | 172.34%-160.8pp |
| Employer contribution / active EE | $793 | $2,851-72.2% | $2,399-66.9% | $4,379-81.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,173 | $11,502-81.1% | $9,741-77.7% | $14,365-84.9% |