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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 | $150,528 | $211,239-28.7% | $178,528-15.7% | $145,877+3.2% |
| Participation rate | 95.2% | 80.8%+14.4pp | 77.1%+18.1pp | 80.3%+14.9pp |
| Annual return | 13.47% | 30.22%-16.8pp | 27.11%-13.6pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,118 | $4,570-75.5% | $3,950-71.7% | $4,663-76.0% |
| Participant deferral / active EE | $5,608 | $6,963-19.5% | $6,278-10.7% | $6,691-16.2% |
| Admin fee / account holder | $1,901 | $12,095-84.3% | $10,419-81.8% | $13,402-85.8% |