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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 | $147,996 | $103,038+43.6% | $90,324+63.8% | $152,909-3.2% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 15.24% | 95.25%-80.0pp | 78.15%-62.9pp | 345.46%-330.2pp |
| Employer contribution / active EE | $2,687 | $3,141-14.4% | $2,856-5.9% | $4,764-43.6% |
| Participant deferral / active EE | $2,687 | $4,282-37.2% | $3,885-30.8% | $5,851-54.1% |
| Admin fee / account holder | $9,815 | $6,177+58.9% | $5,356+83.3% | $11,601-15.4% |