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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 | $158,339 | $152,619+3.7% | $125,195+26.5% | $152,909+3.6% |
| Participation rate | 84.2% | 83.3%+0.9pp | 79.8%+4.4pp | 82.5%+1.8pp |
| Annual return | 28.24% | 54.85%-26.6pp | 43.79%-15.6pp | 345.46%-317.2pp |
| Employer contribution / active EE | $2,671 | $4,947-46.0% | $3,866-30.9% | $4,764-43.9% |
| Participant deferral / active EE | $4,431 | $5,869-24.5% | $4,937-10.2% | $5,851-24.3% |
| Admin fee / account holder | $2,679 | $13,437-80.1% | $9,704-72.4% | $11,601-76.9% |