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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 | $163,206 | $91,198+79.0% | $178,503-8.6% | $79,856+104.4% |
| Participation rate | 96.2% | 69.2%+27.0pp | 81.9%+14.3pp | 69.6%+26.6pp |
| Annual return | 10.42% | 24.20%-13.8pp | 151.12%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,317 | $3,257-59.5% | $5,011-73.7% | $2,471-46.7% |
| Participant deferral / active EE | $4,401 | $3,237+36.0% | $5,202-15.4% | $3,741+17.7% |
| Admin fee / account holder | $4,579 | $6,748-32.1% | $13,987-67.3% | $5,306-13.7% |