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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 | $157,713 | $175,231-10.0% | $149,696+5.4% | $139,466+13.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 27.66% | 166.77%-139.1pp | 134.46%-106.8pp | 373.66%-346.0pp |
| Employer contribution / active EE | $2,451 | $5,478-55.3% | $4,821-49.2% | $4,754-48.4% |
| Participant deferral / active EE | $8,224 | $6,521+26.1% | $5,682+44.7% | $6,712+22.5% |
| Admin fee / account holder | $1,300 | $16,155-92.0% | $13,212-90.2% | $11,409-88.6% |