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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 | $207,314 | $156,616+32.4% | $133,346+55.5% | $198,609+4.4% |
| Participation rate | 89.5% | 77.7%+11.8pp | 72.8%+16.6pp | 82.4%+7.1pp |
| Annual return | 13.42% | 44.25%-30.8pp | 36.85%-23.4pp | 202.70%-189.3pp |
| Employer contribution / active EE | $2,632 | $3,368-21.9% | $2,853-7.8% | $5,055-47.9% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $6,583 | $17,468-62.3% | $14,264-53.8% | $19,030-65.4% |