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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 | $169,720 | $154,159+10.1% | $130,026+30.5% | $139,456+21.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 17.40% | 32.50%-15.1pp | -137.26%+154.7pp | 373.45%-356.0pp |
| Employer contribution / active EE | $3,773 | $5,292-28.7% | $4,321-12.7% | $4,753-20.6% |
| Participant deferral / active EE | $9,124 | $6,710+36.0% | $5,821+56.8% | $6,711+36.0% |
| Admin fee / account holder | $29,696 | $14,001+112.1% | $10,608+179.9% | $11,407+160.3% |