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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 | $145,382 | $183,592-20.8% | $155,567-6.5% | $145,959-0.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.36% | 61.24%-49.9pp | 64.74%-53.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,908 | $5,315-64.1% | $4,674-59.2% | $4,661-59.1% |
| Participant deferral / active EE | $4,668 | $6,464-27.8% | $5,628-17.1% | $6,689-30.2% |
| Admin fee / account holder | $1,795 | $19,318-90.7% | $15,916-88.7% | $13,398-86.6% |