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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 | $144,143 | $91,198+58.1% | $178,503-19.2% | $79,856+80.5% |
| Participation rate | 90.2% | 69.2%+21.0pp | 81.9%+8.3pp | 69.6%+20.6pp |
| Annual return | 16.06% | 24.20%-8.1pp | 151.12%-135.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,343 | $3,257+33.4% | $5,011-13.3% | $2,471+75.7% |
| Participant deferral / active EE | $5,621 | $3,237+73.7% | $5,202+8.0% | $3,741+50.3% |
| Admin fee / account holder | $660 | $6,748-90.2% | $13,987-95.3% | $5,306-87.6% |