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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 | $174,076 | $141,004+23.5% | $112,273+55.0% | $139,456+24.8% |
| Participation rate | 82.4% | 79.2%+3.1pp | 72.4%+9.9pp | 80.3%+2.0pp |
| Annual return | 17.16% | 32.75%-15.6pp | 30.23%-13.1pp | 373.45%-356.3pp |
| Employer contribution / active EE | $2,400 | $4,285-44.0% | $3,431-30.1% | $4,753-49.5% |
| Participant deferral / active EE | $3,617 | $5,878-38.5% | $4,800-24.6% | $6,711-46.1% |
| Admin fee / account holder | $17,468 | $9,959+75.4% | $7,752+125.3% | $11,407+53.1% |