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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 | $153,806 | $232,540-33.9% | $185,117-16.9% | $147,586+4.2% |
| Participation rate | 93.3% | 82.4%+11.0pp | 77.3%+16.1pp | 82.8%+10.5pp |
| Annual return | 17.05% | 43.03%-26.0pp | 40.50%-23.4pp | 578.59%-561.5pp |
| Employer contribution / active EE | $3,241 | $5,195-37.6% | $4,182-22.5% | $4,876-33.5% |
| Participant deferral / active EE | $7,358 | $5,834+26.1% | $5,045+45.9% | $5,439+35.3% |
| Admin fee / account holder | $3,887 | $10,275-62.2% | $8,159-52.4% | $10,886-64.3% |