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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 | $141,898 | $178,174-20.4% | $156,181-9.1% | $137,256+3.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 13.47% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,673 | $4,972-66.3% | $4,294-61.0% | $4,156-59.7% |
| Participant deferral / active EE | $5,277 | $6,888-23.4% | $6,132-13.9% | $6,407-17.6% |
| Admin fee / account holder | $58,778 | $17,404+237.7% | $14,586+303.0% | $12,270+379.0% |