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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 | $163,573 | $183,592-10.9% | $155,567+5.1% | $145,959+12.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.93% | 61.24%-38.3pp | 64.74%-41.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $4,163 | $5,315-21.7% | $4,674-10.9% | $4,661-10.7% |
| Participant deferral / active EE | $6,781 | $6,464+4.9% | $5,628+20.5% | $6,689+1.4% |
| Admin fee / account holder | $13,802 | $19,318-28.6% | $15,916-13.3% | $13,398+3.0% |