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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 | $136,701 | $176,786-22.7% | $146,643-6.8% | $167,536-18.4% |
| Participation rate | 95.7% | 83.6%+12.0pp | 80.1%+15.6pp | 82.1%+13.5pp |
| Annual return | 14.23% | 24.04%-9.8pp | 22.75%-8.5pp | 478.82%-464.6pp |
| Employer contribution / active EE | $1,647 | $5,161-68.1% | $4,137-60.2% | $4,839-66.0% |
| Participant deferral / active EE | $7,433 | $6,440+15.4% | $5,506+35.0% | $6,342+17.2% |
| Admin fee / account holder | $29,332 | $13,262+121.2% | $10,280+185.3% | $12,315+138.2% |