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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 | $168,253 | $211,224-20.3% | $178,505-5.7% | $145,897+15.3% |
| Participation rate | 87.0% | 80.8%+6.1pp | 77.1%+9.8pp | 80.3%+6.7pp |
| Annual return | 11.54% | 30.28%-18.7pp | 27.16%-15.6pp | 552.29%-540.8pp |
| Employer contribution / active EE | $2,333 | $4,577-49.0% | $3,955-41.0% | $4,663-50.0% |
| Participant deferral / active EE | $5,546 | $6,966-20.4% | $6,280-11.7% | $6,689-17.1% |
| Admin fee / account holder | $3,909 | $12,109-67.7% | $10,428-62.5% | $13,390-70.8% |