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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 | $165,776 | $142,430+16.4% | $115,170+43.9% | $152,897+8.4% |
| Participation rate | 90.9% | 82.4%+8.5pp | 75.9%+15.0pp | 82.5%+8.5pp |
| Annual return | 16.16% | 41.48%-25.3pp | 35.60%-19.4pp | 345.43%-329.3pp |
| Employer contribution / active EE | $1,073 | $4,011-73.3% | $3,179-66.3% | $4,764-77.5% |
| Participant deferral / active EE | $4,995 | $5,165-3.3% | $4,169+19.8% | $5,851-14.6% |
| Admin fee / account holder | $4,651 | $8,464-45.1% | $7,089-34.4% | $11,599-59.9% |