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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 | $171,502 | $114,013+50.4% | $103,693+65.4% | $155,188+10.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.1pp | 80.8%+4.9pp |
| Annual return | 11.73% | 49.31%-37.6pp | 47.61%-35.9pp | 148.84%-137.1pp |
| Employer contribution / active EE | $5,362 | $3,131+71.2% | $2,920+83.6% | $4,248+26.2% |
| Participant deferral / active EE | $7,369 | $4,970+48.3% | $4,579+60.9% | $6,531+12.8% |
| Admin fee / account holder | $1,053 | $8,407-87.5% | $7,858-86.6% | $14,480-92.7% |