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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 | $169,007 | $112,112+50.7% | $95,956+76.1% | $158,950+6.3% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 11.00% | 171.15%-160.1pp | 91.63%-80.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $1,707 | $3,199-46.6% | $2,541-32.8% | $4,762-64.2% |
| Participant deferral / active EE | $7,159 | $4,784+49.6% | $4,167+71.8% | $5,983+19.7% |
| Admin fee / account holder | $4,428 | $10,134-56.3% | $6,797-34.9% | $11,248-60.6% |