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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 | $149,656 | $105,160+42.3% | $94,679+58.1% | $139,456+7.3% |
| Participation rate | 78.9% | 82.4%-3.4pp | 80.8%-1.9pp | 80.3%-1.4pp |
| Annual return | 13.48% | 38.04%-24.6pp | 156.75%-143.3pp | 373.45%-360.0pp |
| Employer contribution / active EE | $603 | $4,107-85.3% | $3,673-83.6% | $4,753-87.3% |
| Participant deferral / active EE | $4,401 | $7,599-42.1% | $7,417-40.7% | $6,711-34.4% |
| Admin fee / account holder | $3,457 | $8,988-61.5% | $7,233-52.2% | $11,407-69.7% |