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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 | $163,307 | $183,539-11.0% | $155,556+5.0% | $145,897+11.9% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.3pp | 80.3%-1.7pp |
| Annual return | 16.70% | 61.31%-44.6pp | 64.84%-48.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $3,179 | $5,315-40.2% | $4,675-32.0% | $4,663-31.8% |
| Participant deferral / active EE | $5,989 | $6,467-7.4% | $5,631+6.4% | $6,689-10.5% |
| Admin fee / account holder | $5,398 | $19,275-72.0% | $15,885-66.0% | $13,390-59.7% |