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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 | $132,435 | $156,616-15.4% | $133,346-0.7% | $198,609-33.3% |
| Participation rate | 83.3% | 77.7%+5.6pp | 72.8%+10.5pp | 82.4%+1.0pp |
| Annual return | 19.04% | 44.25%-25.2pp | 36.85%-17.8pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,336 | $3,368-30.6% | $2,853-18.1% | $5,055-53.8% |
| Participant deferral / active EE | $5,192 | $4,920+5.5% | $4,332+19.8% | $6,977-25.6% |
| Admin fee / account holder | $31,445 | $17,468+80.0% | $14,264+120.4% | $19,030+65.2% |