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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 | $157,304+8.2% | $141,197+20.5% | $152,909+11.3% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 17.26% | 64.34%-47.1pp | 71.41%-54.1pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,491 | $5,263-71.7% | $4,736-68.5% | $4,764-68.7% |
| Participant deferral / active EE | $6,979 | $7,111-1.9% | $6,710+4.0% | $5,851+19.3% |
| Admin fee / account holder | $25,892 | $12,126+113.5% | $10,265+152.2% | $11,601+123.2% |