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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 | $168,522 | $124,346+35.5% | $111,308+51.4% | $167,536+0.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 9.40% | 37.45%-28.1pp | 54.67%-45.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $2,003 | $3,437-41.7% | $2,732-26.7% | $4,839-58.6% |
| Participant deferral / active EE | $8,951 | $5,182+72.7% | $4,487+99.5% | $6,342+41.1% |
| Admin fee / account holder | $1,546 | $10,621-85.4% | $7,965-80.6% | $12,315-87.4% |