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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 | $232,508 | $176,786+31.5% | $146,643+58.6% | $167,536+38.8% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 9.77% | 24.04%-14.3pp | 22.75%-13.0pp | 478.82%-469.0pp |
| Employer contribution / active EE | $3,229 | $5,161-37.4% | $4,137-21.9% | $4,839-33.3% |
| Participant deferral / active EE | $8,343 | $6,440+29.6% | $5,506+51.5% | $6,342+31.5% |
| Admin fee / account holder | $646 | $13,262-95.1% | $10,280-93.7% | $12,315-94.8% |