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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 | $165,168 | $217,432-24.0% | $185,849-11.1% | $167,536-1.4% |
| Participation rate | 82.6% | 86.1%-3.4pp | 81.7%+0.9pp | 82.1%+0.5pp |
| Annual return | 19.49% | 148.42%-128.9pp | 122.10%-102.6pp | 478.82%-459.3pp |
| Employer contribution / active EE | $5,431 | $5,875-7.6% | $5,169+5.1% | $4,839+12.2% |
| Participant deferral / active EE | $9,702 | $6,357+52.6% | $5,569+74.2% | $6,342+53.0% |
| Admin fee / account holder | $7,773 | $19,818-60.8% | $16,244-52.1% | $12,315-36.9% |