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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 | $168,861 | $154,193+9.5% | $130,045+29.8% | $139,466+21.1% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 18.36% | 32.51%-14.1pp | -137.30%+155.7pp | 373.66%-355.3pp |
| Employer contribution / active EE | $1,893 | $5,292-64.2% | $4,321-56.2% | $4,754-60.2% |
| Participant deferral / active EE | $4,012 | $6,709-40.2% | $5,820-31.1% | $6,712-40.2% |
| Admin fee / account holder | $12,562 | $13,989-10.2% | $10,600+18.5% | $11,409+10.1% |