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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 | $154,193+5.8% | $130,045+25.5% | $139,466+17.0% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.5%+5.7pp | 80.3%+3.9pp |
| Annual return | 14.69% | 32.51%-17.8pp | -137.30%+152.0pp | 373.66%-359.0pp |
| Employer contribution / active EE | $2,341 | $5,292-55.8% | $4,321-45.8% | $4,754-50.8% |
| Participant deferral / active EE | $7,018 | $6,709+4.6% | $5,820+20.6% | $6,712+4.6% |
| Admin fee / account holder | $27,257 | $13,989+94.8% | $10,600+157.1% | $11,409+138.9% |