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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 | $124,980+65.9% | $108,359+91.3% | $154,746+34.0% |
| Participation rate | 89.5% | 75.2%+14.3pp | 70.1%+19.4pp | 80.7%+8.8pp |
| Annual return | 13.42% | 45.00%-31.6pp | 36.89%-23.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $2,632 | $2,851-7.7% | $2,399+9.7% | $4,379-39.9% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,583 | $11,502-42.8% | $9,741-32.4% | $14,365-54.2% |