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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 | $155,472 | $51,638+201.1% | $68,368+127.4% | $82,448+88.6% |
| Participation rate | 88.6% | 63.6%+25.0pp | 73.8%+14.9pp | 68.1%+20.6pp |
| Annual return | 13.81% | 37.53%-23.7pp | 292.57%-278.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,710 | $2,047-16.4% | $2,649-35.4% | $2,551-33.0% |
| Participant deferral / active EE | $1,867 | $2,914-35.9% | $4,123-54.7% | $4,139-54.9% |
| Admin fee / account holder | $3,159 | $4,643-32.0% | $5,150-38.7% | $7,234-56.3% |