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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 | $155,154 | $127,387+21.8% | $115,038+34.9% | $125,389+23.7% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | 2.13% | 31.28%-29.2pp | 26.14%-24.0pp | 282.24%-280.1pp |
| Employer contribution / active EE | $2,327 | $5,166-55.0% | $4,608-49.5% | $4,866-52.2% |
| Participant deferral / active EE | $5,525 | $6,423-14.0% | $6,026-8.3% | $5,352+3.2% |
| Admin fee / account holder | $340 | $9,516-96.4% | $8,175-95.8% | $9,541-96.4% |