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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 | $167,687 | $217,432-22.9% | $185,849-9.8% | $167,536+0.1% |
| Participation rate | 92.3% | 86.1%+6.3pp | 81.7%+10.6pp | 82.1%+10.2pp |
| Annual return | 13.44% | 148.42%-135.0pp | 122.10%-108.7pp | 478.82%-465.4pp |
| Employer contribution / active EE | $2,106 | $5,875-64.1% | $5,169-59.2% | $4,839-56.5% |
| Participant deferral / active EE | $5,066 | $6,357-20.3% | $5,569-9.0% | $6,342-20.1% |
| Admin fee / account holder | $6,049 | $19,818-69.5% | $16,244-62.8% | $12,315-50.9% |