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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 | $170,199 | $157,270+8.2% | $141,173+20.6% | $152,870+11.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 17.26% | 64.33%-47.1pp | 71.40%-54.1pp | 345.34%-328.1pp |
| Employer contribution / active EE | $1,491 | $5,261-71.7% | $4,735-68.5% | $4,763-68.7% |
| Participant deferral / active EE | $6,979 | $7,110-1.8% | $6,710+4.0% | $5,850+19.3% |
| Admin fee / account holder | $25,892 | $12,121+113.6% | $10,262+152.3% | $11,597+123.3% |