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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 | $147,208 | $185,883-20.8% | $170,043-13.4% | $139,466+5.6% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 18.31% | 60.54%-42.2pp | 53.40%-35.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $4,137 | $7,596-45.5% | $6,790-39.1% | $4,754-13.0% |
| Participant deferral / active EE | $7,245 | $11,626-37.7% | $10,410-30.4% | $6,712+7.9% |
| Admin fee / account holder | $15,528 | $15,393+0.9% | $12,824+21.1% | $11,409+36.1% |