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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 | $221,654 | $141,001+57.2% | $112,228+97.5% | $139,487+58.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.11% | 32.75%-20.6pp | 30.23%-18.1pp | 373.84%-361.7pp |
| Employer contribution / active EE | $3,958 | $4,285-7.6% | $3,432+15.3% | $4,755-16.8% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $6,750 | $9,959-32.2% | $7,752-12.9% | $11,407-40.8% |