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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 | $168,808 | $176,794-4.5% | $146,647+15.1% | $167,553+0.7% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 18.06% | 24.04%-6.0pp | 22.75%-4.7pp | 478.89%-460.8pp |
| Employer contribution / active EE | $3,036 | $5,161-41.2% | $4,137-26.6% | $4,840-37.3% |
| Participant deferral / active EE | $8,704 | $6,440+35.1% | $5,506+58.1% | $6,343+37.2% |
| Admin fee / account holder | $69,709 | $13,262+425.6% | $10,281+578.1% | $12,316+466.0% |