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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 | $146,491 | $157,276-6.9% | $141,177+3.8% | $152,885-4.2% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 16.78% | 64.33%-47.6pp | 71.40%-54.6pp | 345.39%-328.6pp |
| Employer contribution / active EE | $2,022 | $5,262-61.6% | $4,736-57.3% | $4,763-57.6% |
| Participant deferral / active EE | $4,481 | $7,110-37.0% | $6,710-33.2% | $5,851-23.4% |
| Admin fee / account holder | $28,916 | $12,123+138.5% | $10,263+181.7% | $11,598+149.3% |