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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 | $157,079 | $176,794-11.2% | $146,647+7.1% | $167,553-6.3% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | 12.63% | 24.04%-11.4pp | 22.75%-10.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $3,278 | $5,161-36.5% | $4,137-20.8% | $4,840-32.3% |
| Participant deferral / active EE | $10,681 | $6,440+65.8% | $5,506+94.0% | $6,343+68.4% |
| Admin fee / account holder | $58,580 | $13,262+341.7% | $10,281+469.8% | $12,316+375.6% |