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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 | $211,239-20.3% | $178,528-5.8% | $145,877+15.3% |
| Participation rate | 87.0% | 80.8%+6.2pp | 77.1%+9.9pp | 80.3%+6.7pp |
| Annual return | 11.54% | 30.22%-18.7pp | 27.11%-15.6pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,333 | $4,570-48.9% | $3,950-40.9% | $4,663-50.0% |
| Participant deferral / active EE | $5,546 | $6,963-20.3% | $6,278-11.7% | $6,691-17.1% |
| Admin fee / account holder | $3,909 | $12,095-67.7% | $10,419-62.5% | $13,402-70.8% |