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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 | $183,592-17.3% | $155,574-2.3% | $145,877+4.1% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 18.54% | 61.37%-42.8pp | 64.87%-46.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $4,051 | $5,317-23.8% | $4,676-13.4% | $4,663-13.1% |
| Participant deferral / active EE | $4,816 | $6,466-25.5% | $5,629-14.4% | $6,691-28.0% |
| Admin fee / account holder | $1,696 | $19,316-91.2% | $15,914-89.3% | $13,402-87.3% |