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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 | $146,765 | $227,399-35.5% | $189,758-22.7% | $198,609-26.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 17.70% | 61.03%-43.3pp | 52.62%-34.9pp | 202.70%-185.0pp |
| Employer contribution / active EE | $3,330 | $5,526-39.7% | $4,767-30.1% | $5,055-34.1% |
| Participant deferral / active EE | $10,456 | $6,837+52.9% | $5,856+78.5% | $6,977+49.9% |
| Admin fee / account holder | $1,319 | $25,162-94.8% | $20,388-93.5% | $19,030-93.1% |