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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 | $146,982 | $107,353+36.9% | $92,903+58.2% | $152,885-3.9% |
| Participation rate | 81.8% | 79.8%+2.0pp | 76.0%+5.8pp | 82.5%-0.6pp |
| Annual return | 17.17% | 145.62%-128.4pp | 109.43%-92.3pp | 345.39%-328.2pp |
| Employer contribution / active EE | $2,038 | $4,222-51.7% | $3,653-44.2% | $4,763-57.2% |
| Participant deferral / active EE | $3,964 | $4,848-18.2% | $4,238-6.5% | $5,851-32.2% |
| Admin fee / account holder | $23,294 | $7,081+229.0% | $5,795+302.0% | $11,598+100.8% |