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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 | $201,624 | $154,209+30.7% | $130,062+55.0% | $139,487+44.5% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 16.61% | 32.52%-15.9pp | -137.37%+154.0pp | 373.84%-357.2pp |
| Employer contribution / active EE | $1,806 | $5,292-65.9% | $4,322-58.2% | $4,755-62.0% |
| Participant deferral / active EE | $7,846 | $6,709+16.9% | $5,821+34.8% | $6,713+16.9% |
| Admin fee / account holder | $10,186 | $13,988-27.2% | $10,601-3.9% | $11,407-10.7% |