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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 | $183,539-10.9% | $155,556+5.2% | $145,897+12.1% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 22.93% | 61.31%-38.4pp | 64.84%-41.9pp | 552.29%-529.4pp |
| Employer contribution / active EE | $4,163 | $5,315-21.7% | $4,675-11.0% | $4,663-10.7% |
| Participant deferral / active EE | $6,781 | $6,467+4.9% | $5,631+20.4% | $6,689+1.4% |
| Admin fee / account holder | $13,802 | $19,275-28.4% | $15,885-13.1% | $13,390+3.1% |