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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 | $153,154 | $154,193-0.7% | $130,045+17.8% | $139,466+9.8% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.5%+13.8pp | 80.3%+12.0pp |
| Annual return | 12.65% | 32.51%-19.9pp | -137.30%+150.0pp | 373.66%-361.0pp |
| Employer contribution / active EE | $2,247 | $5,292-57.5% | $4,321-48.0% | $4,754-52.7% |
| Participant deferral / active EE | $6,849 | $6,709+2.1% | $5,820+17.7% | $6,712+2.0% |
| Admin fee / account holder | $9,630 | $13,989-31.2% | $10,600-9.2% | $11,409-15.6% |