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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 | $175,134 | $157,304+11.3% | $141,197+24.0% | $152,909+14.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 16.27% | 64.34%-48.1pp | 71.41%-55.1pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,294 | $5,263-56.4% | $4,736-51.6% | $4,764-51.9% |
| Participant deferral / active EE | $6,392 | $7,111-10.1% | $6,710-4.7% | $5,851+9.2% |
| Admin fee / account holder | $840 | $12,126-93.1% | $10,265-91.8% | $11,601-92.8% |