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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 | $163,584 | $154,193+6.1% | $130,045+25.8% | $139,466+17.3% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.5%-0.7pp | 80.3%-2.6pp |
| Annual return | 17.09% | 32.51%-15.4pp | -137.30%+154.4pp | 373.66%-356.6pp |
| Employer contribution / active EE | $2,402 | $5,292-54.6% | $4,321-44.4% | $4,754-49.5% |
| Participant deferral / active EE | $9,882 | $6,709+47.3% | $5,820+69.8% | $6,712+47.2% |
| Admin fee / account holder | $1,198 | $13,989-91.4% | $10,600-88.7% | $11,409-89.5% |