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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 | $153,535 | $106,247+44.5% | $96,515+59.1% | $139,466+10.1% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 17.86% | 38.47%-20.6pp | 35.73%-17.9pp | 373.66%-355.8pp |
| Employer contribution / active EE | $2,442 | $4,106-40.5% | $3,740-34.7% | $4,754-48.6% |
| Participant deferral / active EE | $3,833 | $5,456-29.7% | $4,880-21.4% | $6,712-42.9% |
| Admin fee / account holder | $11,592 | $7,885+47.0% | $6,735+72.1% | $11,409+1.6% |