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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 | $153,304 | $157,304-2.5% | $141,197+8.6% | $152,909+0.3% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 19.89% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $2,934 | $5,263-44.2% | $4,736-38.0% | $4,764-38.4% |
| Participant deferral / active EE | $6,060 | $7,111-14.8% | $6,710-9.7% | $5,851+3.6% |
| Admin fee / account holder | $636 | $12,126-94.8% | $10,265-93.8% | $11,601-94.5% |