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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 | $176,089 | $227,399-22.6% | $189,758-7.2% | $198,609-11.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 13.84% | 61.03%-47.2pp | 52.62%-38.8pp | 202.70%-188.9pp |
| Employer contribution / active EE | $2,310 | $5,526-58.2% | $4,767-51.5% | $5,055-54.3% |
| Participant deferral / active EE | $11,878 | $6,837+73.7% | $5,856+102.8% | $6,977+70.3% |
| Admin fee / account holder | $3,070 | $25,162-87.8% | $20,388-84.9% | $19,030-83.9% |