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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 | $155,903 | $106,280+46.7% | $96,538+61.5% | $139,487+11.8% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 18.63% | 38.48%-19.8pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $3,430 | $4,107-16.5% | $3,740-8.3% | $4,755-27.9% |
| Participant deferral / active EE | $15,200 | $5,457+178.5% | $4,880+211.4% | $6,713+126.4% |
| Admin fee / account holder | $886 | $7,888-88.8% | $6,737-86.8% | $11,407-92.2% |