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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 | $171,101 | $114,013+50.1% | $103,693+65.0% | $155,188+10.3% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 17.19% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $5,163 | $3,131+64.9% | $2,920+76.8% | $4,248+21.5% |
| Participant deferral / active EE | $8,500 | $4,970+71.0% | $4,579+85.6% | $6,531+30.1% |
| Admin fee / account holder | $4,469 | $8,407-46.8% | $7,858-43.1% | $14,480-69.1% |