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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 | $186,564 | $110,379+69.0% | $102,412+82.2% | $145,884+27.9% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 11.23% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $3,125 | $4,216-25.9% | $3,870-19.2% | $4,662-33.0% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,687 | $9,745-10.9% | $8,388+3.6% | $13,392-35.1% |