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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 | $169,710 | $124,336+36.5% | $111,303+52.5% | $167,518+1.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 12.37% | 37.45%-25.1pp | 54.66%-42.3pp | 478.71%-466.3pp |
| Employer contribution / active EE | $1,380 | $3,436-59.8% | $2,731-49.5% | $4,838-71.5% |
| Participant deferral / active EE | $3,533 | $5,181-31.8% | $4,487-21.3% | $6,342-44.3% |
| Admin fee / account holder | $11,661 | $10,623+9.8% | $7,966+46.4% | $12,312-5.3% |