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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 | $148,545 | $154,228-3.7% | $145,433+2.1% | $137,256+8.2% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.70% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.6pp |
| Employer contribution / active EE | $1,935 | $4,804-59.7% | $4,554-57.5% | $4,156-53.4% |
| Participant deferral / active EE | $3,524 | $8,216-57.1% | $7,897-55.4% | $6,407-45.0% |
| Admin fee / account holder | $192,447 | $14,344+1241.7% | $13,129+1365.8% | $12,270+1468.4% |