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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 | $174,880 | $183,592-4.7% | $155,574+12.4% | $145,877+19.9% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 11.91% | 61.37%-49.5pp | 64.87%-53.0pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,394 | $5,317-73.8% | $4,676-70.2% | $4,663-70.1% |
| Participant deferral / active EE | $2,883 | $6,466-55.4% | $5,629-48.8% | $6,691-56.9% |
| Admin fee / account holder | $8,061 | $19,316-58.3% | $15,914-49.3% | $13,402-39.9% |