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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 | $183,592-13.9% | $155,567+1.6% | $145,959+8.3% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.75% | 61.24%-49.5pp | 64.74%-53.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $2,751 | $5,315-48.2% | $4,674-41.1% | $4,661-41.0% |
| Participant deferral / active EE | $5,381 | $6,464-16.8% | $5,628-4.4% | $6,689-19.5% |
| Admin fee / account holder | $6,661 | $19,318-65.5% | $15,916-58.2% | $13,398-50.3% |