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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 | $153,243 | $183,539-16.5% | $155,556-1.5% | $145,897+5.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.12% | 61.31%-47.2pp | 64.84%-50.7pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,411 | $5,315-73.5% | $4,675-69.8% | $4,663-69.7% |
| Participant deferral / active EE | $5,357 | $6,467-17.2% | $5,631-4.9% | $6,689-19.9% |
| Admin fee / account holder | $887 | $19,275-95.4% | $15,885-94.4% | $13,390-93.4% |