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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 | $157,442 | $106,280+48.1% | $96,538+63.1% | $139,487+12.9% |
| Participation rate | 78.6% | 77.8%+0.7pp | 74.3%+4.2pp | 80.3%-1.8pp |
| Annual return | 16.30% | 38.48%-22.2pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,551 | $4,107-62.2% | $3,740-58.5% | $4,755-67.4% |
| Participant deferral / active EE | $4,387 | $5,457-19.6% | $4,880-10.1% | $6,713-34.6% |
| Admin fee / account holder | $614 | $7,888-92.2% | $6,737-90.9% | $11,407-94.6% |