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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 | $171,377 | $157,276+9.0% | $141,177+21.4% | $152,885+12.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.5%-2.5pp |
| Annual return | 16.30% | 64.33%-48.0pp | 71.40%-55.1pp | 345.39%-329.1pp |
| Employer contribution / active EE | $1,928 | $5,262-63.4% | $4,736-59.3% | $4,763-59.5% |
| Participant deferral / active EE | $8,477 | $7,110+19.2% | $6,710+26.3% | $5,851+44.9% |
| Admin fee / account holder | $40,227 | $12,123+231.8% | $10,263+292.0% | $11,598+246.8% |