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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 | $147,171 | $110,337+33.4% | $102,383+43.7% | $145,877+0.9% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 9.58% | 24.83%-15.3pp | 24.94%-15.4pp | 551.28%-541.7pp |
| Employer contribution / active EE | $2,013 | $4,216-52.3% | $3,870-48.0% | $4,663-56.8% |
| Participant deferral / active EE | $9,443 | $5,621+68.0% | $5,060+86.6% | $6,691+41.1% |
| Admin fee / account holder | $4,702 | $9,750-51.8% | $8,391-44.0% | $13,402-64.9% |