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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 | $159,584 | $152,619+4.6% | $125,195+27.5% | $152,909+4.4% |
| Participation rate | 95.8% | 83.3%+12.5pp | 79.8%+16.1pp | 82.5%+13.4pp |
| Annual return | 19.52% | 54.85%-35.3pp | 43.79%-24.3pp | 345.46%-325.9pp |
| Employer contribution / active EE | $2,598 | $4,947-47.5% | $3,866-32.8% | $4,764-45.5% |
| Participant deferral / active EE | $2,895 | $5,869-50.7% | $4,937-41.4% | $5,851-50.5% |
| Admin fee / account holder | $3,542 | $13,437-73.6% | $9,704-63.5% | $11,601-69.5% |