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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 | $150,965 | $117,829+28.1% | $102,423+47.4% | $145,877+3.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.31% | 31.83%-15.5pp | 29.42%-13.1pp | 551.28%-535.0pp |
| Employer contribution / active EE | $1,287 | $3,615-64.4% | $3,023-57.4% | $4,663-72.4% |
| Participant deferral / active EE | $2,979 | $5,732-48.0% | $5,054-41.1% | $6,691-55.5% |
| Admin fee / account holder | $2,198 | $13,335-83.5% | $9,455-76.8% | $13,402-83.6% |