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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 | $211,469 | $148,629+42.3% | $135,982+55.5% | $139,487+51.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 16.01% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.8pp |
| Employer contribution / active EE | $9,160 | $5,247+74.6% | $4,859+88.5% | $4,755+92.7% |
| Participant deferral / active EE | $6,516 | $8,102-19.6% | $7,760-16.0% | $6,713-2.9% |
| Admin fee / account holder | $1,733 | $12,406-86.0% | $10,767-83.9% | $11,407-84.8% |