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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 | $156,940 | $154,209+1.8% | $130,062+20.7% | $139,487+12.5% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 20.12% | 32.52%-12.4pp | -137.37%+157.5pp | 373.84%-353.7pp |
| Employer contribution / active EE | $3,772 | $5,292-28.7% | $4,322-12.7% | $4,755-20.7% |
| Participant deferral / active EE | $6,344 | $6,709-5.4% | $5,821+9.0% | $6,713-5.5% |
| Admin fee / account holder | $1,321 | $13,988-90.6% | $10,601-87.5% | $11,407-88.4% |