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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 | $150,837 | $157,304-4.1% | $141,197+6.8% | $152,909-1.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.5%+0.9pp |
| Annual return | 17.80% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $10,311 | $5,263+95.9% | $4,736+117.7% | $4,764+116.4% |
| Participant deferral / active EE | $9,941 | $7,111+39.8% | $6,710+48.1% | $5,851+69.9% |
| Admin fee / account holder | $2,825 | $12,126-76.7% | $10,265-72.5% | $11,601-75.6% |