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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 | $199,109-28.7% | $173,730-18.3% | $154,746-8.3% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.6%+6.1pp | 80.7%+5.0pp |
| Annual return | 13.47% | 20.02%-6.6pp | 19.96%-6.5pp | 172.34%-158.9pp |
| Employer contribution / active EE | $1,673 | $5,311-68.5% | $4,577-63.4% | $4,379-61.8% |
| Participant deferral / active EE | $5,277 | $7,113-25.8% | $6,326-16.6% | $6,730-21.6% |
| Admin fee / account holder | $58,778 | $20,916+181.0% | $17,523+235.4% | $14,365+309.2% |