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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 | $151,692 | $228,395-33.6% | $185,861-18.4% | $158,982-4.6% |
| Participation rate | 93.3% | 82.3%+11.0pp | 78.0%+15.3pp | 82.0%+11.4pp |
| Annual return | 13.75% | 40.82%-27.1pp | 35.96%-22.2pp | 302.99%-289.2pp |
| Employer contribution / active EE | $2,127 | $4,968-57.2% | $4,088-48.0% | $4,763-55.4% |
| Participant deferral / active EE | $3,716 | $6,417-42.1% | $5,634-34.0% | $5,983-37.9% |
| Admin fee / account holder | $18,327 | $11,869+54.4% | $9,503+92.8% | $11,252+62.9% |