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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 | $151,918 | $183,516-17.2% | $155,534-2.3% | $145,884+4.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.54% | 61.43%-42.9pp | 64.92%-46.4pp | 551.85%-533.3pp |
| Employer contribution / active EE | $4,051 | $5,315-23.8% | $4,675-13.4% | $4,662-13.1% |
| Participant deferral / active EE | $4,816 | $6,467-25.5% | $5,630-14.5% | $6,690-28.0% |
| Admin fee / account holder | $1,696 | $19,293-91.2% | $15,900-89.3% | $13,392-87.3% |