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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 | $115,438 | $176,105-34.4% | $159,474-27.6% | $167,536-31.1% |
| Participation rate | 83.3% | 85.0%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 16.57% | 331.91%-315.3pp | 263.68%-247.1pp | 478.82%-462.2pp |
| Employer contribution / active EE | $3,865 | $5,299-27.1% | $4,831-20.0% | $4,839-20.1% |
| Participant deferral / active EE | $7,511 | $7,751-3.1% | $7,353+2.1% | $6,342+18.4% |
| Admin fee / account holder | $616 | $12,559-95.1% | $10,802-94.3% | $12,315-95.0% |