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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 | $160,624 | $157,304+2.1% | $141,197+13.8% | $152,909+5.0% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.5%+2.2pp |
| Annual return | 17.01% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.5pp |
| Employer contribution / active EE | $1,439 | $5,263-72.6% | $4,736-69.6% | $4,764-69.8% |
| Participant deferral / active EE | $4,396 | $7,111-38.2% | $6,710-34.5% | $5,851-24.9% |
| Admin fee / account holder | $1,061 | $12,126-91.2% | $10,265-89.7% | $11,601-90.9% |