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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 | $152,718 | $183,516-16.8% | $155,534-1.8% | $145,884+4.7% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 11.84% | 61.43%-49.6pp | 64.92%-53.1pp | 551.85%-540.0pp |
| Employer contribution / active EE | $1,188 | $5,315-77.6% | $4,675-74.6% | $4,662-74.5% |
| Participant deferral / active EE | $7,384 | $6,467+14.2% | $5,630+31.1% | $6,690+10.4% |
| Admin fee / account holder | $1,398 | $19,293-92.8% | $15,900-91.2% | $13,392-89.6% |