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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 | $158,611 | $150,207+5.6% | $120,380+31.8% | $145,978+8.7% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 11.19% | 154.28%-143.1pp | 107.28%-96.1pp | 550.52%-539.3pp |
| Employer contribution / active EE | $3,841 | $4,351-11.7% | $3,465+10.9% | $4,662-17.6% |
| Participant deferral / active EE | $5,175 | $6,175-16.2% | $4,992+3.7% | $6,690-22.6% |
| Admin fee / account holder | $54,354 | $12,203+345.4% | $9,421+477.0% | $13,400+305.6% |