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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 | $173,199 | $211,105-18.0% | $178,449-2.9% | $145,978+18.6% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 9.76% | 30.19%-20.4pp | 27.09%-17.3pp | 550.52%-540.8pp |
| Employer contribution / active EE | $2,193 | $4,569-52.0% | $3,951-44.5% | $4,662-53.0% |
| Participant deferral / active EE | $5,004 | $6,959-28.1% | $6,277-20.3% | $6,690-25.2% |
| Admin fee / account holder | $38,391 | $12,017+219.5% | $10,362+270.5% | $13,400+186.5% |