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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 | $156,497 | $151,427+3.3% | $112,860+38.7% | $154,746+1.1% |
| Participation rate | 90.0% | 69.1%+20.9pp | 66.3%+23.7pp | 80.7%+9.3pp |
| Annual return | 11.34% | 30.95%-19.6pp | 35.26%-23.9pp | 172.34%-161.0pp |
| Employer contribution / active EE | $1,843 | $2,750-33.0% | $2,206-16.5% | $4,379-57.9% |
| Participant deferral / active EE | $3,200 | $4,285-25.3% | $3,493-8.4% | $6,730-52.5% |
| Admin fee / account holder | $44,018 | $7,369+497.4% | $6,841+543.4% | $14,365+206.4% |