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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 | $158,121 | $183,539-13.8% | $155,556+1.6% | $145,897+8.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.75% | 61.31%-49.6pp | 64.84%-53.1pp | 552.29%-540.5pp |
| Employer contribution / active EE | $2,751 | $5,315-48.2% | $4,675-41.2% | $4,663-41.0% |
| Participant deferral / active EE | $5,381 | $6,467-16.8% | $5,631-4.4% | $6,689-19.6% |
| Admin fee / account holder | $6,661 | $19,275-65.4% | $15,885-58.1% | $13,390-50.3% |