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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 | $183,592-16.5% | $155,574-1.5% | $145,877+5.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.12% | 61.37%-47.3pp | 64.87%-50.7pp | 551.28%-537.2pp |
| Employer contribution / active EE | $1,411 | $5,317-73.5% | $4,676-69.8% | $4,663-69.7% |
| Participant deferral / active EE | $5,357 | $6,466-17.2% | $5,629-4.8% | $6,691-19.9% |
| Admin fee / account holder | $887 | $19,316-95.4% | $15,914-94.4% | $13,402-93.4% |