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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 | $211,239-16.9% | $178,528-1.7% | $145,877+20.3% |
| Participation rate | 86.7% | 80.8%+5.9pp | 77.1%+9.6pp | 80.3%+6.4pp |
| Annual return | 11.18% | 30.22%-19.0pp | 27.11%-15.9pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,706 | $4,570-62.7% | $3,950-56.8% | $4,663-63.4% |
| Participant deferral / active EE | $5,075 | $6,963-27.1% | $6,278-19.2% | $6,691-24.1% |
| Admin fee / account holder | $24,018 | $12,095+98.6% | $10,419+130.5% | $13,402+79.2% |