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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 | $211,239-18.0% | $178,528-3.0% | $145,877+18.7% |
| Participation rate | 81.8% | 80.8%+1.0pp | 77.1%+4.7pp | 80.3%+1.5pp |
| Annual return | 9.76% | 30.22%-20.5pp | 27.11%-17.4pp | 551.28%-541.5pp |
| Employer contribution / active EE | $2,193 | $4,570-52.0% | $3,950-44.5% | $4,663-53.0% |
| Participant deferral / active EE | $5,004 | $6,963-28.1% | $6,278-20.3% | $6,691-25.2% |
| Admin fee / account holder | $38,391 | $12,095+217.4% | $10,419+268.5% | $13,402+186.5% |