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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 | $151,977 | $157,296-3.4% | $141,191+7.6% | $152,897-0.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 21.75% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $2,778 | $5,262-47.2% | $4,736-41.3% | $4,764-41.7% |
| Participant deferral / active EE | $3,739 | $7,111-47.4% | $6,710-44.3% | $5,851-36.1% |
| Admin fee / account holder | $13,588 | $12,125+12.1% | $10,264+32.4% | $11,599+17.1% |