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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 | $166,353 | $124,346+33.8% | $111,308+49.5% | $167,536-0.7% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 17.00% | 37.45%-20.5pp | 54.67%-37.7pp | 478.82%-461.8pp |
| Employer contribution / active EE | $1,348 | $3,437-60.8% | $2,732-50.7% | $4,839-72.1% |
| Participant deferral / active EE | $5,646 | $5,182+9.0% | $4,487+25.8% | $6,342-11.0% |
| Admin fee / account holder | $4,138 | $10,621-61.0% | $7,965-48.0% | $12,315-66.4% |