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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 | $175,466 | $154,193+13.8% | $130,045+34.9% | $139,466+25.8% |
| Participation rate | 88.2% | 82.0%+6.3pp | 78.5%+9.7pp | 80.3%+7.9pp |
| Annual return | 29.02% | 32.51%-3.5pp | -137.30%+166.3pp | 373.66%-344.6pp |
| Employer contribution / active EE | $3,659 | $5,292-30.9% | $4,321-15.3% | $4,754-23.0% |
| Participant deferral / active EE | $6,613 | $6,709-1.4% | $5,820+13.6% | $6,712-1.5% |
| Admin fee / account holder | $1,802 | $13,989-87.1% | $10,600-83.0% | $11,409-84.2% |