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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 | $179,914 | $124,346+44.7% | $111,308+61.6% | $167,536+7.4% |
| Participation rate | 94.4% | 79.6%+14.8pp | 77.3%+17.1pp | 82.1%+12.3pp |
| Annual return | 11.20% | 37.45%-26.3pp | 54.67%-43.5pp | 478.82%-467.6pp |
| Employer contribution / active EE | $1,441 | $3,437-58.1% | $2,732-47.2% | $4,839-70.2% |
| Participant deferral / active EE | $6,833 | $5,182+31.9% | $4,487+52.3% | $6,342+7.7% |
| Admin fee / account holder | $1,993 | $10,621-81.2% | $7,965-75.0% | $12,315-83.8% |