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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 | $163,198 | $154,159+5.9% | $130,026+25.5% | $139,456+17.0% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 14.69% | 32.50%-17.8pp | -137.26%+151.9pp | 373.45%-358.8pp |
| Employer contribution / active EE | $2,341 | $5,292-55.8% | $4,321-45.8% | $4,753-50.8% |
| Participant deferral / active EE | $7,018 | $6,710+4.6% | $5,821+20.6% | $6,711+4.6% |
| Admin fee / account holder | $27,257 | $14,001+94.7% | $10,608+156.9% | $11,407+138.9% |