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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 | $221,613 | $154,193+43.7% | $130,045+70.4% | $139,466+58.9% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 13.90% | 32.51%-18.6pp | -137.30%+151.2pp | 373.66%-359.8pp |
| Employer contribution / active EE | $3,119 | $5,292-41.1% | $4,321-27.8% | $4,754-34.4% |
| Participant deferral / active EE | $7,080 | $6,709+5.5% | $5,820+21.6% | $6,712+5.5% |
| Admin fee / account holder | $1,148 | $13,989-91.8% | $10,600-89.2% | $11,409-89.9% |