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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 | $147,553 | $185,312-20.4% | $161,489-8.6% | $154,746-4.6% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 16.35% | 103.84%-87.5pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,404 | $4,769-49.6% | $4,268-43.7% | $4,379-45.1% |
| Participant deferral / active EE | $11,366 | $6,350+79.0% | $5,630+101.9% | $6,730+68.9% |
| Admin fee / account holder | $1,184 | $18,654-93.7% | $16,006-92.6% | $14,365-91.8% |