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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 | $175,589 | $154,193+13.9% | $130,045+35.0% | $139,466+25.9% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 10.36% | 32.51%-22.1pp | -137.30%+147.7pp | 373.66%-363.3pp |
| Employer contribution / active EE | $2,927 | $5,292-44.7% | $4,321-32.3% | $4,754-38.4% |
| Participant deferral / active EE | $7,647 | $6,709+14.0% | $5,820+31.4% | $6,712+13.9% |
| Admin fee / account holder | $16,270 | $13,989+16.3% | $10,600+53.5% | $11,409+42.6% |