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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 | $166,493 | $152,619+9.1% | $125,195+33.0% | $152,909+8.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 22.18% | 54.85%-32.7pp | 43.79%-21.6pp | 345.46%-323.3pp |
| Employer contribution / active EE | $1,657 | $4,947-66.5% | $3,866-57.1% | $4,764-65.2% |
| Participant deferral / active EE | $5,717 | $5,869-2.6% | $4,937+15.8% | $5,851-2.3% |
| Admin fee / account holder | $6,624 | $13,437-50.7% | $9,704-31.7% | $11,601-42.9% |