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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 | $157,780 | $115,810+36.2% | $101,271+55.8% | $158,966-0.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.02% | 56.15%-41.1pp | 46.48%-31.5pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,586 | $4,175-62.0% | $3,660-56.7% | $4,762-66.7% |
| Participant deferral / active EE | $3,092 | $4,958-37.6% | $4,371-29.3% | $5,983-48.3% |
| Admin fee / account holder | $1,821 | $7,248-74.9% | $5,948-69.4% | $11,250-83.8% |