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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 | $167,278 | $112,915+48.1% | $90,965+83.9% | $158,950+5.2% |
| Participation rate | 70.6% | 74.7%-4.1pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 13.30% | 215.75%-202.5pp | 134.57%-121.3pp | 302.91%-289.6pp |
| Employer contribution / active EE | $1,343 | $2,894-53.6% | $2,122-36.7% | $4,762-71.8% |
| Participant deferral / active EE | $4,217 | $4,128+2.2% | $3,373+25.0% | $5,983-29.5% |
| Admin fee / account holder | $696 | $8,044-91.3% | $5,960-88.3% | $11,248-93.8% |