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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 | $148,859 | $155,555-4.3% | $146,866+1.4% | $155,188-4.1% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.5%-6.3pp | 80.8%-4.6pp |
| Annual return | 14.69% | 115.41%-100.7pp | 102.85%-88.2pp | 148.84%-134.1pp |
| Employer contribution / active EE | $3,474 | $4,647-25.2% | $4,425-21.5% | $4,248-18.2% |
| Participant deferral / active EE | $7,698 | $8,044-4.3% | $7,759-0.8% | $6,531+17.9% |
| Admin fee / account holder | $119,693 | $14,755+711.2% | $13,620+778.8% | $14,480+726.6% |