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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 | $174,258 | $110,337+57.9% | $102,383+70.2% | $145,877+19.5% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 14.97% | 24.83%-9.9pp | 24.94%-10.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,992 | $4,216-29.0% | $3,870-22.7% | $4,663-35.8% |
| Participant deferral / active EE | $4,831 | $5,621-14.0% | $5,060-4.5% | $6,691-27.8% |
| Admin fee / account holder | $9,222 | $9,750-5.4% | $8,391+9.9% | $13,402-31.2% |