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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 | $165,206 | $183,592-10.0% | $155,574+6.2% | $145,877+13.3% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | 12.25% | 61.37%-49.1pp | 64.87%-52.6pp | 551.28%-539.0pp |
| Employer contribution / active EE | $3,128 | $5,317-41.2% | $4,676-33.1% | $4,663-32.9% |
| Participant deferral / active EE | $7,754 | $6,466+19.9% | $5,629+37.8% | $6,691+15.9% |
| Admin fee / account holder | $1,262 | $19,316-93.5% | $15,914-92.1% | $13,402-90.6% |