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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 | $178,757 | $176,794+1.1% | $146,647+21.9% | $167,553+6.7% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 12.50% | 24.04%-11.5pp | 22.75%-10.2pp | 478.89%-466.4pp |
| Employer contribution / active EE | $2,390 | $5,161-53.7% | $4,137-42.2% | $4,840-50.6% |
| Participant deferral / active EE | $6,182 | $6,440-4.0% | $5,506+12.3% | $6,343-2.5% |
| Admin fee / account holder | $53,641 | $13,262+304.5% | $10,281+421.8% | $12,316+335.5% |