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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 | $150,074 | $141,004+6.4% | $112,273+33.7% | $139,466+7.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 15.67% | 32.75%-17.1pp | 30.23%-14.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $1,375 | $4,285-67.9% | $3,431-59.9% | $4,754-71.1% |
| Participant deferral / active EE | $4,331 | $5,878-26.3% | $4,800-9.8% | $6,712-35.5% |
| Admin fee / account holder | $773 | $9,959-92.2% | $7,752-90.0% | $11,409-93.2% |