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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 | $175,460 | $211,224-16.9% | $178,505-1.7% | $145,897+20.3% |
| Participation rate | 86.7% | 80.8%+5.8pp | 77.1%+9.5pp | 80.3%+6.4pp |
| Annual return | 11.18% | 30.28%-19.1pp | 27.16%-16.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,706 | $4,577-62.7% | $3,955-56.9% | $4,663-63.4% |
| Participant deferral / active EE | $5,075 | $6,966-27.1% | $6,280-19.2% | $6,689-24.1% |
| Admin fee / account holder | $24,018 | $12,109+98.3% | $10,428+130.3% | $13,390+79.4% |