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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 | $155,513 | $165,381-6.0% | $149,730+3.9% | $158,966-2.2% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 16.57% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,222 | $5,104-56.5% | $4,645-52.2% | $4,762-53.3% |
| Participant deferral / active EE | $5,035 | $7,182-29.9% | $6,843-26.4% | $5,983-15.9% |
| Admin fee / account holder | $361 | $10,809-96.7% | $9,310-96.1% | $11,250-96.8% |