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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 | $141,734 | $154,209-8.1% | $130,062+9.0% | $139,487+1.6% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | 9.90% | 32.52%-22.6pp | -137.37%+147.3pp | 373.84%-363.9pp |
| Employer contribution / active EE | $3,093 | $5,292-41.6% | $4,322-28.4% | $4,755-35.0% |
| Participant deferral / active EE | $12,316 | $6,709+83.6% | $5,821+111.6% | $6,713+83.5% |
| Admin fee / account holder | $842 | $13,988-94.0% | $10,601-92.1% | $11,407-92.6% |