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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 | $161,896 | $110,410+46.6% | $102,437+58.0% | $145,897+11.0% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 16.72% | 24.85%-8.1pp | 24.95%-8.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,594 | $4,217-38.5% | $3,871-33.0% | $4,663-44.4% |
| Participant deferral / active EE | $3,183 | $5,622-43.4% | $5,060-37.1% | $6,689-52.4% |
| Admin fee / account holder | $4,876 | $9,745-50.0% | $8,388-41.9% | $13,390-63.6% |